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) $