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HomeMy WebLinkAbout03-09-11COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: FINESTRA CARMEN 865 INDIANA AVENUE LEMOYNE, PA 17043 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RE.V-1162 EX111-96) NO. CD 014104 ACN ASSESSMENT AMOUNT CONTROL NUMBER ----- fold ESTATE INFORMATION: SSN: 195-07-8157 FILE NUMBER: 2110-0938 DECEDENT NAME: FINESTRA MARIA DATE OF PAYMENT: 03/09/201 1 POSTMARK DATE: 03/08/201 1 COUNTY: CUMBERLAND DATE OF DEATH: 04/ 1 1 /2010 REMARKS: RECEIPT TO ATTY SEAL CHECK# 1584 11112435 ~ $53.94 1 1 1 12436 ~ $1 1 1 .59 101 ~ $25.03 TOTAL AMOUNT PAID: 5190.56 INITIALS: DB RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL ~,,•,,..,, • '-' PO BOX 280601 ~~_ HARRISBURG PA 17128-060~~ _ _ ,. ~1 REV-1543 EX AFP C08-OB) PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE AND TAXPAYER RESPONSE FILE N0. 21 10-0938 ACN 11112436 DATE 02-23-2011 r ,~ ~.~R I C~P~^,'~'S ~,~~ CARMEN J FINESTRA 206 N 34TH ST CAMP HILL PA 17011 EST. OF MARIA FINESTRA SSN 195-07-8157 DATE OF DEATH 04-11-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST X^ CERTIF. 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 Commonwealth of Pennsylvania. Please call (717) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 247412055973707 Date 05-05-1997 To ensure proper credit to the account, two Established copies of this notice must accompany payment to the Register of Wills. Make check Account Balance $ 5, 019.52 payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 2, 509.76 months of the decedent's date of death, Tax Rate ~( 1 Lj deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due $ 376.46 nine months after the date of death. P RT TAXPAYER RESPONSE A 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 H E C K 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. C l t PART ~2 d/ PART b l omp e e an or e ow. ~ P T If indicatin a different g tax rate, please state \~ ~ ;~ ~~ ~ ~r ~. 2 ^ relationship to decedent: S~ N ~ ~ \ ~~ ~~ ~ ~ n ~~ ~~~ ~ " ti TAX RE TURN COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 J ~ F!'~~ ~\\ \ ~ ~~ 2 A t B l 2 $ s ( ' ~ 2 \ ~~~~~~~~ ~~~ . 3. ccoun a ance Percent Taxable 3 X - ~ ~ , \ 4. Amount Subject to Tax 4 s asy~.a~ ~ 5. Debts and Deductions 5 - ~ © ~\ ~ ~ ~~ 6. Amount Taxable 6__ _$ ~ ~'~ ~ ~r ~ ~ ~~ \ ~ ~S 7. Tax Rate 7 X ~ y `~ \ \ \ \~ \ 8. Tax Due 8 $ ~ l ~ • 5~ ~\~ ~ ~~~\ ~ ~\\\\~~~~`~~° ~, ~ ~~ ~~ ~ PART DEBTS AND DEDUCTIONS CLAIMED 0 DATE P AID PAYEE DESCRIPTION AMOUNT PAID 1-1a- II R~ i r<< o W i l S r; ~Hx ~ h +~~' ~ r K ~t 30 IuIAL ctnter on L1ne 5 of Tax Computation) $ 3 O Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowl dge and belief. H 0 ME C 1 WORK ( ~ _~ TELEPHON DATE BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17k$~7Q¢Ol~ . PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE AND TAXPAYER RESPONSE FILE N0. 21 10-0938 ACN 11112435 DATE 02-23-2011 ' _ ~ , z ~hF\ /tier ~ f~ .1 i, t S' i ~' ~" °~ ~, ~4~t.~,RT CAR M E ~L1l~rl ~ _.~.?~_~~~~~~ ~~?~`PA 206 N 34TH ST CAMP HILL PA 17011 EST. OF MARIA FINESTRA SSN 195-07-8157 DATE OF DEATH 04-11-2010 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 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 point 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 Commonwealth of Pennsylvania. Please call (717) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 3083366371057 Date 05-31-1986 To ensure proper credit to the account, two Established copies of this notice must accompany payment to the Register of Wills. Make check Account Balance $ 2, 396.72 payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax ~` 1 , 198.36 months of the decedent's date of death, Tax Rate ~( 1 ~j deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due ~` 179.75 nine months after the date of death. PART TAXPAYER RESPONSE 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 H E C K 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. p T If indicating a different tax rate, please state \ \ ~ ~ \ s ~ relationship to decedent: SG N \ ~ t~~z~~ ; ,, ~~\ \ ~ .~~;z ~~. 2 ~ \ , : ~ ~~~\ ~ ~ ~ ~ TAX RE TURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS ~ ~ LINE 1 . Date Established 1 f I 3 ` ~l ' ~ ~ ~ ~ \~\ \ \ ~\\....~ ~ s~ ~ `\\ \ \\\\\ 2. Account Balance 2 $ ~ 3 ~G ~ ~' ~"" ~ ~~~~~~~~\~~~~ \ ~ \\`~\~~~~ 3. Percent Taxable 3 X ~ © ~\~ ~~ ~ ~~\~~ 4. Amount Subject to Tax 4 $ 3 ~ ~ ~ $ ~ ~~~ ~ \ 5. Debts and Deductions 5 - ~ ~~ \ ~~0~`~~~ 6. Amount Taxable 6 $ ~ ~ ~ $ ~ ~J ~ ~\ \~ .~~~\~. 7. Tax Rate 7 X • ~ ~ S ~\ ~ \ ~\ 8. Tax Due 8 $ 5 ~ • Q y \ ~ \\ \~~ PART DEBTS AND DEDUCTIONS CLAIMED ^3 DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the~est of my Knowledge and belief . Nf1MF ( ~ TAXPAYER S WORK TE ER DATE TOTAL CEnter on Line 5 of Tax Computation) ~ LAW OFFICE OF KAREN M. BALABAN LLC Location 223 State Street Suite 200 Harrisburg, PA 17101 DIRECT DIAL 717.232.3708 FACSIMILE 717.232.2748 KMBalabanCc~BalabanLLC.com March 7, 2011 Register of Wills 1 Courthouse Square Carlisle, PA 17013-3387 RE: Estate of Maria Finestra ACN 11112435 & 11112436 To Whom It May Concern: Mailins~ Address P.O.Box821 Harrisburg, PA 17108-0821 _~ ~ `~~ J_7~ n d:~l ~~ r...- f 4 ~~ i:::1"J + _ , ~`, ~_ ~ -~ _.:._ ;~._. ,_~ .1~~ __ , _ ~-. ~.:; Enclosed please find an original and 1 copy each of the completed and signed "information notice and taxpayer response" in the above matter. Also included is a check in the amount of $190.56 for the inheritance tax and interest owed on both ACNs for these jointly held assets. Kindly time-stamp and return the 3rd copy in the self-addressed stamped envelope with a receipt for the tax paid. Thank you for bringing these items to our attention. Please feel free to call should you need additional information or have any questions. Respectfully yours, Karen M. Balaban Enclosures cc: Carmen Finestra, Executor ~. ~4v;~ h ~` ~+ ~~~ ~~ ~~7 1 ~ ~ ~ d{'I'r s, r ~~~ r , t_-, , FR ~ ~" i`` :, d ~~ .~. ~ ~.,t t~`, ~~. C.~ '1 ~^: '' CiV-'~ ~,~ ''c fl ~,~ 5 C~ V'.' ~._L.a J..., cz .- cv J C~ ~ r ~ r- _O ~ONOf~• ~ O r m1bC4 ,~ r~ ~ ~ ~ C ~ a ~ M a. ~ J . ~~ (~ C. ~; ~ ~ ~ ~~ ~ U..1 s..,, . - ~ ~ ~ ~ r ~°: ~ ~.. ,:~. o o Q, _._ ~ ~ ~ ~ VU ~ '~ ~ r.: ~a3n~",- lsrfi vs~'