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 ~ .~
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,
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