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HomeMy WebLinkAbout11-04-10COMMONWEALTH 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 HERR JUDY A 106 VALLEY VIEW DRIVE MECHANICSBURG, PA 17050-1538 ACN ASSESSMENT CONTROL NUMBER -------- ,ola TOTAL AMOUNT PAID: REMARKS: CHECK# 3059 INITIALS: CJ RECEIVED BY: SEAL REV-1162 EX111-961 NO. CD 013600 AMOUNT 54,114.91 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE 1r~~ ,~~{ !^•' FILE ,~: Q~' AND N0. 21 BUREAU OF INDIVIDUAL TAXES ~ '°3 i AXPAYER RESPONSE ACN ~ ~ 10156932 010 PO BOX 280601 : ~:a_.~. ~~~ ., DATE 10-07-2 HARRISBURG PA 17128-0601 REV-1543 Ex AFP (00-OB) TYPE OF ACCOUNT _ SAVINGS EST. OF BETTY J POTTEIGER ~ CHECKING CrLE~~( (~~ SSN 162-22-7185 ~ TRUST ~Rp}-~1j'~ ~Q«~~ DATE OF DEATH 0 9 -16 - 2010 ~ CERTIF. 1 CUMBERLAND CUMB~RL~NL~ ~~; , PP. COUNTY REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS JUDY A HERR 1 COURTHOUSE SQUARE 106 VALLEY VIEW DR CARLISLE PA 17013 PA 17050-1538 MECHANICSBURG PSECU provided the Department with the information below, which has been used in calculating the poteouifeelatheuinformation isdincorrectt pl ese obtain writtenbcorrectiondfronethe financialainstitution~,/ attach as opYftohthiscformt and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth o If y PennsylvaniA. Please call !717) 787-8327 with uuestion_. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0162227185-053 Date 05-01-1992 To ensure vroper credit to the account, two copies of this notice must accompany Established payment to the Register of Wills. Make check Account Balance $ 10 ~ 006.12 payable to "Register of wills, Agent". X 5 0 ' 0 0 0 NOTE: If tax payments are made within three Percent Taxable Amount Subject to TaX ~` 5, 003.06 months of the decedent's date of death, • 1 5 deduct a 5 percent discount on the tax due. TaX Rate X Any Inheritance Tax due will become delinquent Potential Tax Due $ 750 • 46 nine months after the date of death. PART TAXPAYER RESPONSE F~ILIIRE~';~0„R~SPQND;W~LL ,RESULT. IN.:'Atf;'.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 a discount or avoid interest, or check box "A" and return this notice to the Register of CHECK Wills and an official assessment will be issued by the PA Department of Revenue. C ONE B L 0 C K B' ^ toebebfiledsbYtthesestate representativerted and tax paid with the Pennsylvania Inheritance Tax return ONLY 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 relationship to decedent: TAX RETURN - COMPUTATION 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 OF TAX ON JOINT/TRUST ACCOUNTS t.~~~~0 -)'~ 2 S ~C3. n_nl., i ~ 3 X ~ ~ .~ 4 $ ~~u3.alr 5 _ ~~l.~d 6 $ ~ S"7'?. ~o 7 X ` e PART DATE PAID PAYEE EVEIIUE~£ E ~~r ~A DEF,ARTHE,~lT ~ `PAD a~ ~~?~~ ~-0 ~ .~ ,~ _- ~ ° ~~~ +at ~, fi ~ - 4 _ ~ s~~ x - y ,~d >~ -.~-~~,. 3" _ 4`' ;;:~ ,.. ~ ~ , ti _ ,j , 7 ONS CLA DESCRIPTION AMOUNT PAID ~~ "- - _ s OTAL (Enter on Line 5 of Tax Computation) Under penalties of periury, I declare that the facts I have reported above ~ e t~~ correct and c le~t~ to the bes~`o y knowledge and belief . HOME ~ of t_ i7/Ln, ( Vl.,f n V"~~/,~ WORK ~ Ij~ I ~i~ ~~16'`~7~~~_ ;I~ 1~1( r.~T[' PENNSYLVANIA INHERITANCE TAX _ INFORMATION NOTICE FILE N0. 21 ~;^ ' " t: AND }~ ' %' la ' V ACN 10156929 BUREAU OF INDIVIDUAL TAXES ~ at~,,~~~ TAXPAYER RE S P O N S E PO BOX 280601 f~C' ;..,; DATE 10-07-2010 HARRISBURG PA 17128-0601 REV•)543 E% AFP (00-R61 CLERK OF ~E~..AN~D ~~ PA JUDY A HERR 106 VALLEY VIEW DR MECHANICSBURG PA 17050-1538 EST. OF BETTY J POTTEIGER SSN 162-22-7185 DATE OF DEATH 09-16-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. PSECU provided the Department with the information below, which has been used in calculating the potential tax duenfoRemation isdincorrectt please obtain written correctiondfromethe financial institution,/attachcaa opyftohthiscformt and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth o If You feel the i Pennsylvania. Please sail (717) 7R7-8127 with ~ucstions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIO Account No. 0162227185-S4 Date 05-01-1992 To ensure proper credit to the account, two copies of this notice must accompany Established payment to the Register of Wills. Make check 9 ~ 738 , 8l+ payable to "Register of Wills, Agent". Account Balance $ 50.000 Percent Taxable X NOTE: If tax Payments are made within three 4,869.42 months of the decedent's date of death, Amount Subject to TaX $ .15 deduct a 5 Dercent discount on the tax due. TeX Rate X Anv Inheritance Tax due will become delinquent 730 , 41 nine months after the date of death. Potential Tax Due $ PART TAXPAYER RESPONSE FAIL,URE;~~~,'RE~POHD;WI~L`. RESULT ,'IH AN_'OFFICIAL TAX ASSESSNEHT A, ^ The above infonation and tax due is correct. Remit paveent to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or check box "A" and return this notice to the Register of CHECK Wills and an official assessment will be issued by the PA Department of Revenue. BLOCK B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return C ONE ONLY to be filed by the estate representative. C ~ CompleteePART ~2 3and/or1PARTre~ belowr debts and deductions were paid. `~ OF~ICIALXIIS~ 'f~HL`1(,~~ AAF If indicating a different tax rate, please state T= ~tEYE2i~1~ PART ~ PA DEPARTMEAIT ~U~;~" {a r., y z relationship to decedent: ...,x ti, ,,*~,~ w ~.~(- TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD ~~ ~~,~,~,~,;,y, ~ ~ Y 1 ~ L) ~ SN Z 1 j : rr~' : Vii' z +~ S { h~ r ~ LINE 1. Date Established $ ~ 3 ( 2. Account Balance X 3 ~ N,., ..ti~~ , +W 3. Percent Taxable `~ '"~ ~ a_ • 4. Amount Subject to Tax 4 ---~- ' ~ ~,~ 5 - _ r:, ` 5. Debts and Deductions $ ` u ~. 6. Amount Taxable .~ "7 ,r X ~ --~ ~~ _ 7. Tax Rate T ~ ~ - ~:~~' _ -~ "~ 8 .:. 8. Tax Due 8 __ ~ ., w~nTn • ncTlll CLAIMED PART /1 ~ ~{.1 ~ ~~ DATE PAID ~ PAYE DESCRIPTION s TOTAL (Enter on Line 5 of Tax Computation) AMOUNT PAID Under penalties of perjury. I declare that the facts I have HOME edCabo;e ~e true. core t D and complete to the best f my knowledge and belief. WORK ( ''" ~ ~ 34/~ ^ 7 ~/-u PENNSYLVANIA INHERITANCE T INFORMATION NOTICE ~r -, AND BUREAU OF INDIVIDUAL TAXES ~~', ~~ --~- ... ' (ut~- TAXPAYER RESPONSE PO BOX 280601 t:~~ ~ `~ HARRISBURG PA 17128-0601 v. ;_+ 4v+ 'i~. +. '. REV-1543 E% ~fP <Y6-00) 2010 NOY -5 AM 9~ 0 I c~Rx ofi ORPHAN`S ~OI~RT CUMB~RLAN~ C~? . PA JUDY A HERR 106 VALLEY VIEW DPA 17050-1538 MECHANICSBURG FILE N0. 21 ACN 10156930 DATE 10-07-2010 EST. OF BETTY J POTTEIGER SSN 162-22-7185 DATE OF DEATH 09-16-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT ® SAVINGS CHECKING TRUST CERTIF. PSECU 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 accoun . orrect, please .obtain written correction froh the InheritancenTaxtlawsnofathecCo monwealthtofs form If You feel the information is inc Pennsylvaniat tPlea~eacall (71.7) 787 8327 withuquestionsable in accordance w3 nc~nW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS COMPLtIt rwn, _ ----- -~ Date 10-31-2006 To ensure proper credit to a acc Account No. 0162227185-S7 copies of this notice must accompany Established payment to the Register of Wills. Make check - t of Wills, Agent". Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due PART $ 16,235.22 payable to Regis er X 5 0 • 0 0 0 NOTE: If tax Payments are made within three $ i 1.17 , 61 months of the decedent's date of death, . 1 5 deduct a 5 Dercent discount on the tax due. X Any Inheritance Tax due will become delinquent 1 ~ 217 , 64 nine months after the date of death. TAXPAYER RESPONSE III~uRE,"`TO,RESPOND.=WILL~ES~LT .,~N;AH OFFICIAL '~AX`:11SSESSMEHT A, ^ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain Willscandtanrofficialnassessment will be issued by the PA Depa tment ofo Revenue9ister of CHECK BLOCK ~ B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax re ur ONE [ Y to be filed by the estate representative. ONL C, ~ The above informs ion is incorre3t below. debts and deductions were paid. Complete PART 2~ and/or PART lease state ~~ p6EI~CIA~1-,~~15 ~'-~"~'~F .' w~ ..~, ~.~,,~rz ~ ' di sting a different tax rate, p ` A~ D P~j;~.MEN~O~Y~~E}~(-~E ~, '" PART If in c hip to decedent: , .. ,q, ,., t ~c ~ ?~,~,~'Sr~'r~ jit~*~ }~ ` ~ " ~' ; relations . ~ . ~ 1., TAX ON JOINT/TRUST ACCOUNTS PADS TAX RETURN - COMPUTATION OF ~ ~ ~ .~~~ rr ~~'„~'~~'z4 f ~-1 ~ 1 . ~ LINE 1. 1 Date Established ~~ r. .~ 2 ~ ' A'~, ~ ~~~~~~~ ~,;~r jx„~. - 2. 2 Account Balance z $ e ~ ~ y, ia. + ~~ X ~ ~-~ .~ ; ,~~~~i,c ~~ 3. Percent Taxable ~ 4 ~ I -~ ~ ~ ~ ~ ~~ ~ c+~ ~~,~~ s~* ,~ ,f 4. Amount Subject to Tax 4 ~ ~~~- ~ ,_ ~ z.i}c ,~ . - ,,~,Y:~,3^rR. 'YYg~." `- } ~; ° 5. Debts and Deductions 5 ~ ~ .. $ , ,~~ ,~ ., ,, } ,~`~~~~~~"~ 6. Amount Taxable 6 ~ ~ ' / ~ ~ f ~ 1- 1 . Y 7 9a 7. 7 Tax Rate $ 8 8. 8 Tax Due IONS CLAIMED 11 D E `' ~ AMOUNT PAID J v DESCRIPTION DATE PAID PAYEE ~~_ ~r I^~ ~ ,~f~ i ~ s 70TAL CEnter on Line 5 of Tax Computation) Under penalties of perjury, I declare that the facts I have reportedCabove ~ e true, correct and knowledge and belief . HOME complete to the best ~Of mY y~ORK ~ ' R y%~' ~ ~ yr n -- ''-'"°-~ ~ _ C i .7 _ '~ 1 ~ ~- neTF .-,r r ~;~ , BUREAU OF INDIVIDUAL TAXES - PO BOX 280601 '~~ HARRISBURG PA 17128-0601 RE~-1543 EX ~FP (06 -OB> PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE No. 21 ~,i!` AND ACN 10156931 ~ TAXPAYER RESPONSE DATE 10-07-2010 CLERK (~F '~p~i'S CC nRT~A C1.1~C?~F «-'~SVD Vy° JUDY A HERR 106 VALLEY VIEW DPA 17050-1538 MECHANICSBURG EST. OF BETTY J POTTEIGER SSN 162-22-7185 DATE OF DEATH 09-16-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. provided the Department with the information below, which has been used in calculating the tential tax due. Records indicate that at the death of the above-named dace bent. You were a ioint owner/beneficiary of this acc lease obtain written correction from the financial institution, attach a copy to this form PSECU e Inheritance Tax laws of the Commonwealth of p0 If you feel the information 1s incorrec P and return it to the above address. This account is taxable ~n accordance w3 Pennsylvania. Please call (717) 787-BE27 with nuestions• COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTION Data 05-U1 1992 copiesuof thisenoticelmust acc apanynt~ two payment to the Register of Wills. Make check Account No. 0162227185-C51 Established 20 ~ 032.30 Dayable to "Register of Wills, Agent". NOTE: If tax Payments are made within three Account Balance X 50.000 Percent Taxable 10 ~ 016.15 months of the decedent's date of death, Amount Subject to Tax ~ • 15 deduct a 5 percent discount on the tax due. X Any Inheritance Tax due will become delinouent TaX Rate 1 n 502 , 42 nine months after the date of death. Potential Tax Due $ TAXPAYER RESPONSE PART E5ULT, IN`.°AN;' OFFICIAL:~TAX~ ASSESSMENT FAILURE°~TO RESPOND YIiLL,.'}1 . p, ^ The above information and tax due is correct. Remit Payment to the Register of Wills with two copies of this notice to obtain a'llscandtanrofficialnassessment will be issued by the PA Depa tment ofo Reve R egister of CHECK W3 BLOCK 1 B. ~ The above asbetthesestate rePresentativerted and tax Paid with the Pennsylvania Inheritance Tax re ur ONE J to be filed y C L Y deductions were Paid. O N C ~ The above informs ion is incorre3t be own. debts and Complete PART 2~ and/or PART ~ , ;~~ t3E~,1~~A1.lSF,,,~flNi'~~.~ AAF. a different tax rate, please state , flA D~~"~~~EN'^. ~~~~~~v~~~~ PART If indicating ;, a ,~ .~ .~,~ ~-~ ~t r~ ~' f~:, a relationship to decedent: TAX RETURN - COMPUTATION OF TAX ON JOI`~IT~~TR ISDT ACCOUNTS "PAD1 +~r - LINE 1. Date Established $ ~ ~ '~ ~') _ 2 :. , r #,a ~~~~~~ ~` ~ ``~ 2 ,;~ ' _7: 2. Account Balance X ~.. 3, ~, ,.,~. t~."` it„ ~;; 3 ~ ~ ,.. 3, percent Taxable $ ~ ~ , ~~, ~:. ~,y'14~ ii<<`5,,a. a-~, ~. r5 a .. ,~ 4. Amount Subject to Tax ~ ~y -r r~~ 5. Debts and Deductions 5 $ ~ '6 ,~~ r ~yF~r '~ 6. Amount Taxable 6 X ( 2~ r 7 ~ :~ t ,f 7 '~ ~ g .. 7. Tax Rate $ - 8 8. Tax Due LAIMED nEBTS AND D PART DESCRIPTION DATE PAID PAYEE , AMOUNT PAID p - ~i (N(yr / ~~ _ s T L (Enter on Line 5 of Tax Computation) corre t and erjurY, I declare that the facts I have HOME edCabove ~ e tr~e, ~ 111 Under penalties of P r ~ ~ ~i ~ ~ com~,lete to the best o~rmjr ~ ,° ~ edge and belief . C ~ ) - I WORK HATE BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE ND. 21 n n ~'~ i•'~~ ° AND ,,,~ ; t~ ACN 10156928 #. ye .~-~r TAXPAYER RESPONSE DATE 10-07-2010 REV•1543 E% 11FP <OB •0!> --~ ~~~~ ~~ CUMB~~1-~~ Gam., JUDY A HERB 106 VALLEY VIEW DPA 17050-1538 MECHANICSBURG fYPt ur EST. OF BETTY J POTTEIGER SSN 162-22-7185 DATE OF DEATH 09-16-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 ACCOUNT ® SAVINGS CHECKING TRUST CERTIF. PSECU provided the Department with the information below, which has been used in calculating the potential tax due. Records indicate chat at the death of the above-named decYhent, you were a joint owner/beneficiary of this accou . ct please obtain written correction from the financial institution, attach a copy to this form Inheritance Tax laws of the Commorn+ealth of If you feel the information is incorr and return it to the above address. This account is taxable in accordance wi Pennsylvania. Please call C717) 787:8327 with nuestions. ..~~ ocvCRSE SIDE FOR FILING AND PAYMENT INSTRUCTION COMPLEit rwR, Y -•- Account No. 0162227185-S1 Date Established Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due PART CHECK ONE C BLOCK ONLY 05-01-1992 1,740.65 $ X 50.000 870.33 $ .15 X 130.55 $ AYER RESPON To ensure proper credit to the acc~a^•. -°' copies of this notice must accompany payment to the Register of Wills. Make check payable to "Register of Wills, Agent". NOTE: If tax payments are made within three months of the decedent's date of death. deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinouent nine months after the date of death. TAXP ;11TL11RE''.TO;,RESPOND.: WILL~•~RESULT~ IN, A!T",OFFICIAt~ TAX ASSfiSSMEHT p, ~ The above information and tax due is correct. Remit payment to the Register of Wills with twa copies of this notice to obtain Willscandtanrofficialnassessment will be issued by the PA Depa tment ofo Revenue9ister of g, ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the estate representative. C, ~ The above informs ion is incorre~t belawr debts and deductions were paid. Complete PART 2~ and/or PART ~ ^ r If indicating a different tax rate, please state PART relationship to decedent: CCOUNTS TURN - COMPUTATION OF TAX ON JOINT ~~ ~~ TAX RE LINE 1 . 1 Date Established ~ ~ ~ ~ Lc 6~ 2. Account Balance 2 ' X a 3. 3 Percent Taxable $ ~-7 ~3 4. Amount Subject to Tax 4 ~n ~~ 5. Debts and Deductions 5 $ j`3 h s 6. Amount Taxable 6 X a 7. Tax Rate ~ $ 8. Tax Due 8 .. __ _.. Tf1NS PA IczA~; FAD ~ ~.. P =r ~^au v",~,~ ~,'~," - ~ .:: ~ '' ~, r ~.F' t ~. "' Z 8~ PART AMOUNT PAID DESCRIPTION DATE PAID PAYEE s TOTAL (Enter on Line 5 of Tax Computation Under penalties of perjury, I declare that the facts I have HOME edCabove ~e true, correct and complete to the best of my knowledge and belief. WORK ~ ~ nA~T