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Home My WebLink About03-10-11PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES ,~ ~ ~ ~~ AND FILE N0. 21 -~''_3a7 Po BOX 280601 "` ~- ~ ' ~`',~IAYER RESPONSE ACN 11112634 HARRISBURG PA 17128-0601 ;,~ ,~ ' ,_ ~ REV-1543 EX ~FP (~~ei~` ~ ~ DATE 02-23-2011 R'r#I 4 t~ 1 ~ ~'~e` ~~ ~ ~ CL~R`rC 0~ ouPHa~~s ~ot~~ CtJMP~~'L~"'J~ CC., PA ROBERT E HOWELL 111 SUNSET DR MOUNT HOLLY SPR PA 17065-1818 EST. OF MAURITA A HOWELL SSN 209-12-8498 DATE OF DEATH 10-15-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. WACHOVIA BK NA provided the Departeent 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 (717) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 247412093874811 Date 11-17-2008 To ensure prover credit to the account, two Established copies of this notice ^ust accowpany $ 73,572.80 pavwent to the Register of Wills. Make check Account Balance payable to "Register of Wills, Agent". Percent Taxable X 50.000 36,786.40 NDTE: If tax paywents are ^ade within three Amount Subject to TaX $ wonths of the decedent's date of death, Tax Rate ~( lj deduct a 5 percent discount on the tax due. Any Inheritance Tax due will becowe delinquent Potential Tax Due $ 5,517.96 nine wonths after the date of death. PART TAXPAYER RESPONSE AI~;iJB'~"~#k .RE$g~0i~1.,iVll.~; - ~'~• A. ~ The above inforwation and tax due is correct. Rewit paywent to the Register of Wills with two copies of this notice to obtain CHECK 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 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. Cowplete PART 2~ and/or PART 3~ below. PART If indicating a different relationship to decedent: tax rate, please state ~~~,~~ ;.}`~~~ , ~ ~ > v`'~ ~~, -~.._ 3 , PAw ~~ >s ~ ~ TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PpD L~k~ K ~~ ~~ LINE 1. Date Established 1 ll r7' Z~)~ ~` ~ ~ "` "~ ~" - - -""" 2. Account Balance 2 +fi 7~ ~ Z c p Q 2 ' ' 4 ,,.~ ~ ; 3. Percent Taxable 3 X d 3- ~ "' "~ ' '" 4. Amount Subject to Tax 4 $ ~ 4 _ ' s, ,~ 5. Debts and Deductions 5 - d 5 +'` r ..,,, 6. Amount Taxable 6 $ ~ ~ 7. Tax Rate 7 X U> 7 8. Tax Due g $ ~} a ,. ---~-- - ~ : , -...-:::~-~.-- PART DEBTS AND DEDUCTIONS CLAIMED IUTAL ctnter on Line 5 of Tax Computation) fi Under penalties of perjury, I declare that the facts I have reported above are true, correct and c 1 to to the best o my knowledg and belief. HOME C ) ~, WORK ( '7(7 ) v~y3 -3 '3 OX AYF CTRNe IIRF rr~ rounur -n,unrn ...~~ DATE PAID PAYEE DESCRIPTION AMOUNT PAID PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES i ~ t~ ~r AND F I L E ND . 21 - f ~ ~Z7 Po BOX 280601 ~' 1 C TAXPAYER RESPONSE ACN 11112635 HARRISBURG PA 17128-0601 ,•~_,_,~ ' `°'`` - ~ DATE 02-23-2011 REY-1543 E% ~FP (RB-RB) (LL k 1 ~l~ ~ (~ ~ .a• L. ~ TYPE OF ACCOUNT EST. OF MAURITA A HOWELL ^ savlNGs CI.ER~\ ~~ $$N 209-12-8498 ^ CHECKING a~~Hq~°~ ;;~~;~j DATE OF DEATH 10 -15 - 2010 ^ TRUST Cl1M~~~~ ~r~~[~ ~:~}„ ~~, COUNTY CUMBERLAND ~ CERTIF. REMIT PAYMENT AND FORMS T0: ROBERT E HOWELL REGISTER OF WILLS 111 SUNSET DR 1 COURTHOUSE SQUARE MOUNT HOLLY SPR PA 17065-1818 CARLISLE PA 17013 WACHOVIA BK NA 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 Cowmonwealth of Pennsylvania. Please call (717) 787-$327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 247412073640104 Date 07-25-2008 To ensure prover credit to the account, two Established copies of this notice ^ust accompany 5 ~ 575.25 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 $ 2 ~ 787.63 months of the decedent's date of death, Tax Rate ~( , 15 deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due ~` 418.14 nine months after the date of death. PaT TAXPAYER RESPONSE ~ 1.U$E .Tt3 RESP^ , WIL lli ESU#.T ,Zli :Afii•~~tIFFS~G:I SST A. ^ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain CHECK a discount or avoid interest, or check box "A" and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. C ONE BLOCK 0 N L Y B. ^ The above asset has been to be filed by the estate or will be reported and tax paid with the Pennsylvania Inheritance lax return representative. C. The above informs ion is Complete PART 2~ and/or incorrect and/or debts and deductions were paid. PART 3^ below. PART If indicating a different t~,{~~at~ ease state relationship to decedent: i' TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due OF TAX ON JOINT/TRUST ACCOUNTS 1 7-.2s-Zov~ ,C1~F~~ f'A- ~$~~~F~ PAD ;:._ .~~_a... ~"~~E'1t~`~ ~-._ 2 $ S-~ ~~.1..5- 3 X 4 +~ 5 6 7 X 8 R z~ tj ..~..~:.:.; 6 7 ~. ~,~. a. •~ • :. PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I de lore that the facts I have reported above are true, correct and fff~~~ om lete to a best f my k dge and belief. H OME C ) WORK ( 7 / 7 ) ~ ~~ ~• 3 ~ 4 ~ PAVCD cr r_ue 11 G TCI t:ounur ununro ,..~~ TOTAL CEnter on Line 5 of Tax Computation) 8