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HomeMy WebLinkAbout12-15-10PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES r1 PO BOX 280601 ( j ~~~~ ~ AND FILE HARRISBURG PA lnzs-o6ol : r ~~,~ n TAXPAY E R R E S P O N S E ACN v~L:~ ~,~ t~l:!;; REV-1563 EX ~FP (R9-oe, DATE 200 oEC I s aM e: s2 EST. OF ELEANOR LAWLER t~i..G~K ~F SSN 176-18-5437 ~~~'~ ~~T DATE OF DEATH 0 9 - 0 5 - 2 010 ~~~~~ ~Q ~ COUNTY CUMBERLAND - ~~ REMIT PAYMENT AND FORMS T0: ROSEMARY A HUFF ~ REGISTER OF WILLS 112 STRAYER DR 1 COURTHOUSE SQUARE CARLISLE PA 17013 CARLISLE PA 17013 N0. 21 10-0970 10165938 11-17-2010 TYPE OF ACCOUNT ^ SAVINGS ^ CHECKING ^ TRUST CERTIF. SUSQUEHANNA 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-pawed 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 fore 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 f717) 787-8327 witk questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 405100004044 Date 07-17-2007 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 24,363.74 payment to the Register of Wills. Make check Percent Taxable X payable to "Register of Wills, Agent". 50.000 Amount Subject to TaX $ 12, 181.87 N07E: If tax paywents are ^ade within three Tax Rate X months of the decedent's date of death, . 1 5 deduct a 5 percent discount on the tax due. Potential Tax Due $ 1 , $27.28 Arty Inheritance Tax due will become delinquent PART nine months after the date of death. TAXPAYER RESPONSE A I LURE ,~'O ~ R,Ef~ilD :1V I ~ 1. :~5.#l L 1' ~ ~ ~+i l~l~t i ~~ I C:IAL TAjL . A3&;. 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 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. 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 relationship to decedent: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balance 2 $ 3. Percent Taxable 3 X 4. Amount Subjeet to Tax 4 $ 5. Debts and Deductions 5 - 6. Amount Taxable 6 $ 7. Tax Rate ~ X 8. Tax Due $ $ PART 0 DATE PAID PAYEE DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) Under penalties of perjury, I declare that the facts I have reported above are true, correct and com ete to the best of my knowledge and belief. HOME ( ~ _ TAXPA SIGN(( URE WORK ( J r~, ~......--- --- 1 r in PENNSYLVANIA INHERITANCE TAX ~o~o acc ~ s ate e: ~~ ' CLERK OF 4f~'HAhJ'S COJRT CUMBERL,A~dD CQ., PA. ROSEMARY A HUFF 112 STRAYER DR CARLISLE PA 17013 FILE N0. 21 10-0970 ACN 10165282 DATE 11-16-2010 EST. OF ELEANOR LAWLER SSN 176-18-5437 DATE OF DEATH 09-05-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT ® savlNGs CHECKING TRUST CERTIF. M & T 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-pawed decedent, you were a joint 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 Cowwonwealth of Pennsylvania. Please call C717) 787-8327 with- questions. COMPLETE PART I BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTTnNc INFORMATION NOTICE BUREAU OF INDIVIDUAL rAxES AN D PO BOX 280601 ('r HARRISBURG PA lnza-o6o1 ~-~t `-~' ~~r~ ®IAXPAYER RESPONSE REV-1543 !%'~I~J~I L11 I~u i.. L.'.! Account No. 15004210920523 Date 07-21-2006 To ensure proper credit to the account, two Established copies of this notice wust accowpany Account Balance $ 35, 077.84 paywent to the Register of Wills. Make check Percent Taxable X 50.000 payable to "Register of Wills, Agent". Amount Subject to Tax $ 17,538.92 NOTES If tax payments are wade within three TaX Rate wonths of the decedent's date of death, X ~ 0(~rj deduct a 5 percent discount on the tax due. Potential Tax Due $ 789.25 Any Inheritance Tax due will becoee delinquent nine wonths after the date of death. PART TAXPAYER RESPONSE ILi1 L-":;, ~ RES~;~; i.L REST t . A~:; OEFICIAL.7A~C.A ~~!1~' A. ^ The above inforwation and tax due is correct. Rewit 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 C 0 N E ~ Wills and an official assessment will be issued by the PA Departwent 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 inforwa 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 ~F~ ~~~t~,L-t#S ~ ~~ relationship to decedent: •, ~;; ~ ,,,,~ ~,,r ~~ ~.,~~ .~ TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS ~ ~ ~` LINE 1. Date Established 1 •.,;~ - ~ 2. Account Balance 2 $ a~'' ~ 3 ~~ 2~ - '~-~~~ 3. Percent Taxable 3 X 3 ~° ,,~ ,~ ~;;,_y, 4. Amount Subject to Tax 4 $ 'f ~` ` 4 5. Debts and Deductions 5 - -'~' ~ 6. Amount Taxable 6 $ b c °~v~~ 7. Tax Rate 7 X ? ; ; t ~.;; " i ^, a 8. Tax Due B $ ~cs-;~ :-,; r a ...-..~-..~,.-.i ' ~ ~ F PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION eMnlluT owrn I declare that the facts I have reported above are true, correct and rypwledge and belief. HOME C ) a I//,~t.~- WORK C ) 01 TFI CPUnuC u~~unco .. -. UU •-•^~ •~••«~ ~~~ zinc ~ or pax l.O mpULaLlOnJ 4 Under penalties of perjury, INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES ~~ ~ AN D PO BOX 280601 ~ ~' `~~~~F~~ppAYER RESPONSE HARRISBURG PA 17128-0601 S(y' ~~^ylr. ` {'~~+~ ~ C 1~1.AI~S~ I ~Vf Pik-,.,'J REV-1543 EX 11FP (B!-OB) FILE N0. 21 10-0970 ACN 10165283 DATE 11-16-2010 E T ~a~a arc ~ ~ a~ ~: s~ EST. OF ELEANOR LAWLER ~~~ ~~ SSN 176-18-5437 ~,~ ~~J~3 DATE OF DEATH 0 9 - 0 5 - 2 010 ~~~~ftD ~~.. ~ COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: ROSEMARY A HUFF REGISTER OF WILLS 112 STRAYER DR 1 COURTHOUSE SQUARE CARLISLE PA 17013 CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. M $ T BANK vrovided 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-pawed decedent, you were a joint 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 Cowwonwealth of Pennsylvania. Please call C717) 787-8327 with questions. COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 23507810 Date 07-21-2006 To ensure proper credit to the account, two Established copies of this notice ^ust accowpany Account Balance g 14,910.89 vaywent to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 50.000 Amount Subject to Tax $ 7,455.45 NOTE: If tax paywents are wade within three wonths of the decedent's date of death, Tax Rate ~( .045 deduct a 5 percent discount on the tax due. Potential Tax Due $ 335.50 Any Inheritance Tax due will becowe delinquent nine wonths after the date of death. PART TAXPAYER RESPONSE 1 ILbRl "f RE PO#~1~ . i~.L-:<'.~~ UL 7".:tN;,~ t3FF;.G, AL T AS3:~S$H Y A. ^ The above inforwation and tax due is correct. Rewit 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 C 0 N E ~ Wills and an official assesswent will be issued by the PA Departwent of Revenue. B L 0 C K B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance lax return ONLY fff~~~"' to be filed by the estate representative. C. ~ The above inforwa ion is incorrect and/or debts and deductions were paid. Cowplete PART 2~ and/or PART 3~ below. PART ^ 2 TAX If indicating a different relationship to decedent: RETURN - COMPUTATION OF tax rate, please state TAX ON JOINT/TRUST ACCOUNTS OFf) ~~,A r ESL C1NL,Y ~ AqF' -~ ra , p n F"~--»~~'' ~~ ~~(.~ ..t~`" - LINE 1. Date Established 1 l .....~. .~.~...:.,wr..~ ~(.: 2. Account Balance 2 $ ~ ~ ~'~ 3. Percent Taxable 3 X ,$. ' ,e a 4. Amount Subject to Tax 4 $ 4'' 5. Debts and Deductions 5 - 5 ~"a..:. _ 6. Amount Taxable 6 ,b. 7. Tax Rate 7 X ~` ~ - 8. Tax Due g ,S 8-, ;.~. # {~. _ x->; ~ PART DEBTS AND DEDUCTIONS CLAIMED DATE P AID PAYEE DESCRIPTION AMOUNT Pern Under penalties of perjury, I declare that the facts I have reported above/dare true, correct and co lete to the best of my nowledge and belief. HOME C ~~ !) WORK C ~ ~ ~ R SIGN TELEPHONE NIIMRFR nw r "'[' u~~c~ un main`s ~ ar iax l.OmpULBilOn) $