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HomeMy WebLinkAbout10-13-10COMMONWEALTH 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 EX(11-96) N0. CD 013489 BENNETT BETTY E 7006 SUNDAYS LANE FREDRICK, MD 21702 -------- told ESTATE INFORMATION: SSN: 172-18-1751 FILE NUMBER: 2110-0872 DECEDENT NAME: LEE GUST ROBERT DATE OF PAYMENT: 10/ 1 3/2010 POSTMARK DATE: 10/ 13/2010 COUNTY: CUMBERLAND DATE OF DEATH: 08/05/2010 REMARKS: ACN ASSESSMENT AMOUNT CONTROL NUMBER 10145354 ~ $13.46 10145355 ~ $138.74 10145358 59.45 10145359 59.45 TOTAL AMOUNT PAID: 5171.10 CHECK# 3642 INITIALS: DB SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TA)CES A N D Po sox 2so6o1 TAXPAYER RESPONSE HARRISBURG PA 17128-0601 -, ~- REV-1543 EX AFP (OB-OB) F I L E N 0. 21 - ~ ~~ (,; ~~~ ~ ~~ ACN 10145354 DATE 08-18-2010 ~~ iJ~l . ~jT r~; +f - .., ~~ '., U - ., ROBERT BENNETT 115 POLARIS DRIVE WALKERSVILLE MD 21793 EST. OF GUST LEE SSN 172-18-1751 DATE OF DEATH 08-05-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT ® SAVINGS CHECKING TRUST CERTIF. MEMBERS 1ST FCU 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 (117) 787-827 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUC:TIDNS Account No. 34253-00 Date 08-05-1983 To ensure proper credit ta~ the account, two Established copies of this notice must accompany 1 , 794.30 Payment to the Register of Wills. Make check Account Balance $ payable to "Register of Wills, Agent". Percent Taxable X 16.667 NOTE: If tax payments are made within three Amount Subject to Tax $ 299.06 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 $` 13.46 nine months after the date of death. PART TAXPAYER RESPONSE 1 -~ FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMEN J 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 Register at 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 InF~eritance 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 If indicating a different tax rate, please state OFFICIAL USE I)N°LY ~ 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 $ 4 5. Debts and Deductions 5 - c~ 6. Amount Taxable 6 $ 6 7. Tax Rate 7 X ~ 8. Tax Due 8 $ 8 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 are true c rre~ and co plete to he best of my knowledge and belief. H 0 ME t ~ ~ ~ ~,~ ~` WORK C ~ ~ '•~ PAYER SIGNATURE TELEPHO E NUMBE ~- T IUTAL ~tnLer on Line 5 of Tax Computation) $ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES ', ~.~~ A N D Po Box 280601 TAXPAYER RESPONSE HARRISBURG PA 1-7128-0601 REY-1543 EX AFP (08-08) C FILE N0. 21 - 1V-~~~ ~'~ ACN 10145355 DATE 08-18-2010 t.. ~.~ .r, r~ ~+~ r w Utz ~ ; a ~ _, ~~ ~ ~~ =~ a ~. ROBERT BENNETT 115 POLARIS DRIVE WALKERSVILLE MD 21793 EST. OF GUST LEE SSN 172-18-1751 DATE OF DEATH 08-05-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. MEMBERS 1ST FCU 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 It 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. T ease call C717) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 34253-44 Date 08-05-1983 To ensure proper credit to the account, two Established copies of this notice must accompany 6 , 1 bb . 32 payment to the Register of Wills. Make check Account Balance $ payable to 'Register of Wills, Agent'. Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax $" 3, 083. lb 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 $ 138.74 nine months after the date of death. PART TAXPAYER RESPONSE FATLURE 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 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 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 ONL.'Y' ~ A}~ relationship to decedent: PA DEPARTMENT flF 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 - c~ 6. Amount Taxable 6 $ ~ 7. Tax Rate 7 X 7 8. Tax Due g .fi 8 ~~ PART DEBTS AND DEDUCTIONS CLAIMED 0 DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported abov /'are true, corm and co plete to the best of my knowledge and belief. H 0 M E C ~ / ) ~~ WORK ( ) _ f XPAYER SIGNATURE TELEPHO E NUMBER IUTAL ~tnier on Line 5 of Tax Computation) $ BUREAU OF INDIVIDUAL TAXES PD BOX 280601 HARRISBURG PA 17128-0601. _ REV-1543 EX AFP (08-OB) PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 - ~~-~~~ ~ •~ ACN 10145358 DATE 08-18-2010 ~.`~L_.~`~r`. ` . r~, it . - ~a ROBERT BENNETT 115 POLARIS DRIVE WALKERSVILLE MD 21793 EST. OF GUST LEE SSN 172-18-1751 DATE OF DEATH 08-05-2010 COUNTY CUMBERLAND REMIT PAYM ENT AND FORMS T0: REGISTER OF WILLS 1 COURTH OUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. MEMBERS 1ST FCU 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 1717) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 300707-00 Date 02-05-2007 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance 1 ~ 260.39 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 to Tax ~` 210.07 months of the decedent's date of death, Tax Rate ~( .045 deduct a 5 percent discount on the tax due. Any Inheritance Tax due wi:11 become delinquent Potential Tax Due ~` 9.45 nine months after the date of death. PART TAXPAYER RESPONSE 1^ FAILURE T© 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 Register of 0 N E Wills and an official assessment will be issued by the PA Department of Revenue. 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 t3FFICIAL USE ONLY Q 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 - 5 6. Amount Taxable 6 $ 6 7. Tax Rate 7 X 7 8. Tax Due 8 $ 8- PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief . HOME ( S~ ~ ~ ~~- 5~ ~ TAXPAYER SIGNATURE TELEPHONE NUMBER A E TOTAL (Enter on Line 5 of Tax Computation) $ BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-060.1 ,.~ REV-1543 E% AFP-. (08-OB) PENNSYLVANIA INHERITANCE INFORMATION NOTICE: AND TAXPAYER RESPONSE TAX ACN 10145359 DATE 08-18-2010 r, ) ~, I ~ X41 ~ E „.:., ; ~ ~ r... , • ~, ~'~5"-i -, ~_= .r, 1 ,~~~;~ ROWAN BENNETT 115 POLARIS DRIVE WALKERSVILLE MD 21793 EST. OF GUST LEE SSN 172-18-1751 DATE OF DEATH 08-05-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT Q savlNGs CHECKING TRUST CERTIF. MEMBERS 1ST F CU 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/benefic:iary 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 C717) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 300707-00 Date 02-05-2007 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 ~` 1 ~ 2b0 • 39 payable to "Register of Wills, Agent". Percent Taxable X 16.6b7 NOTE: If tax payments are made within three Amount Subject to Tax $ 210.07 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 $ 9.45 nine months after the date of death. PART TAXPAYER RESPONSE 1 FAILURE TO RESPONIa WILL RE5~3~LT 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 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 If indicating a different tax rate, please state t~f~~C~IAL USE ONLY ~ AAA relationship to decedent: 2^ PA DEPARTMENT OF REVENUE ' TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1. Date Established 1 ~ 2. Account Balance 2 $ 2 3. Percent Taxable 3 X 3 4. Amount Subject to Tax 4 $ ~ 5. Debts and Deductions 5 - 5 6. Amount Taxable 6 $ b 7. Tax Rate 7 X 7 '~ 8. Tax Due 8 $ g PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported above are tru e , correct and com lete to the best of my knowledge and belief. HOME ( ~~~ { ~ ) ~~J ~~ ~~~ TAXPAYER SIGNATURE TELEPHONE NUMBER DATE TOTAL (Enter on Line 5 of Tax Computation) S