HomeMy WebLinkAbout09-21-10BUREAU OF INDIVIDUAL .~~$. n, -, -r, .
PO BOX 260601 F--., "~ 1 '
HARRISBURG PA 17128 0641.., ~,
REY-1543 EX AFP (B8 -B8)
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE N0. 21 ` ~U ` ~~l l3.
ACN 10151711
DATE 09-16-2010
2010 SEP 21 AM i 1 ~ 28
EST. OF CHARLES E PITZER
C~~~K ~~ SSN 203-10-2362
~p~,~ v{ll
~~j DATE OF DEATH O 1 - 25 - 2010
.
+'A,~ {~ ~+ R
Cv``f'~~1 i~~~V~~ ~`''~," ~r' COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
MARY M PITZER REGISTER OF WILLS
309 W MAPLE AVE 1 COURTHOUSE SQUARE
SHIREMANSTOWN PA 17011 CARLISLE PA 17013
TYPE OF ACCOUNT
SAYINGS
® CHECKING
TRUST
CERTIF.
SOVEREIGN 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 ioint 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) 787-8321 with questions.
COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 0571118992 Date O1 - 14 -1981 To ensure vroper credit to the account, two
Established copies of this notice must accompany
~` 4 ~ 830.06 payment to the Register of Wills. Make check
Account Balance
payable to "Register of Wills, Agent".
Percent Taxable X 50.000
Amount Subject to Tax ~` 2,415.03 NOTE: If tax payments are made within three
months of the decedent's date of death,
Tax Rate ~( , l~j deduct a 5 percent discount on the tax due.
3 6 2.25 Any Inheritance Tax due will become delinquent
Potential Tax Due ~` nine months after the date of death.
P~T TAXPAYER RESPONSE
1
AILURE ~ RES~f'OND M!'IL19 \LrT iH A F CI L .TAX ASSESSM~IT\
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.
BLOCK ~ g. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
O N L Y t '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 3lJ below.
PART If indicating a different tax r~, p~~ase~ate ~ OFFICIAL USE. ONtY ~ AAE
a relationship to decedent: ~~ ~ pp ryEpAiZT11ENT Uf REVENUE
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD _
LINE I. Date Established 1
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
1
2
3
4
5
6
7
DEBTS AND DEDUCTIONS CLAIMED
Under penalties of perjury, I declare that the facts I
~/cjo~mplete
~tyo~ th/e~be t of my~knjowledge and b lie
<~-~~
®
~ reported above are
,/7 true, correc
/ A-y
(p / I •- /
,
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2
3 X
4
5 -
6
7 X ~ a
s $ Q
F NIIMgER DATE
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
BUREAU OF INDIVIDUAL 7AXE~q- ~r, t{~
PD BOX 280601 t^~r
HARRISBURG PA 17128-0601 ~. ~ ~ ~t
2010 SEP 2 I A~! I J : 28
CLERK of
~~~v's couRr
CUM3~RL.,~'V ~ C~ , PA,
MARY M PITZER
309 W MAPLE AVE
SHIREMANSTOWN PA 17011
EST. OF CHARLES E PITZER
SSN 203-10-2362
DATE OF DEATH 01-25-2010
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
® SAVINGS
CHECKING
TRUST
CERTIF.
SOVEREIGN BANK provided the Departwent with the inforwation below, which has been used in calculating the
potential tax due. Records indicate that at the death of the above-Hawed decedent, you were a ioint owner/beneficiary of this account.
If you feel the inforwation is incorrect, please obtain written correction frow the financial institution, attach a copy to this forty
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Conwonwealth of
Pennsylvania. Please call (717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 1684067723 Date 04-17-2006 To ensure Drover credit to the account, two
Established copies of this notice wust accowpanv
0 6 1 .2 0 Daywent to the Register of Wills. Make check
Account Balance $ 25 ~ payable to ''Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are wade within three
Amount Subject to Tax $ 12,530.60 wonths of the decedent's date of death,
Tax Rate ~( , 1~j deduct a 5 percent discount on the tax due.
Any Inheritance Tax due will becowe delinquent
Potential Tax Due ~` 1 r 879.59 nine months after the date of death.
PART TAXPAYER RESPONSE
FAIL: ~ TO .ESP W L SULT I AN ~FICIA3~.. TAX ' SS~SSJ~NT?
A. ~ The above inforwation and tax due is correct.
Remit paywent 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 assesswent will be issued by the PA Departwent of Revenue.
ONE
C
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 inforwa ion is
d/
t
C
l
PAR7 2~ incorrect and/or debts and deductions were paid.
PART 3^ b
l
an
or
owp
e
e e
ow.
PART If indicating a different to te, p ease state
relationship to decedent: ,~ U ~-~
TAX RETURN - COMPUTATION OF.TAX!/ON JOINT/TRUST ACCOUNTS
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
1
2
3 X
4
5
6
7 X D
8 $
PART
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE N0. 21 "~V `~~~
ACN 10151712
DATE 09-16-2010
°.~" OFFICIAL ~JJSE DNLY '~'AAF\
PA DEPARTMENT t3F REVENUE
PA,A. _. _. ~.. _. ,.~ _.,
1
4
5
6
a ~ 7
DEBTS AND DEDUCTIDNS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
DATE
Under penalties of perjury, I declare that the facts ve reported above are t//r__ue, corre/ct and
complete o the best ~ mY k owl~J,ge and belie HOME C ~~~ ~ C!~ ~ ~~ / ~~
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