The URL can be used to link to this page

Home My WebLink About03-25-11PENNSYLVANIA INHERITANCE TAX _ (~}}INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES ,y ~ ~'~.i~. V~ AND Po Box 260601 ' `! ` C TAXPAYER RESPONSE HARRISBURG PA 17128-0601 _+~ "~. / REV-1543 EX AFP COB-08) C~~RK ~~ ~UPw"~~~''~~~~~~yi~ ~ r~ . ~'A DAVID CAREY 322 SOMERSET DR SHIREMANSTOWN PA 17011-6538 FILE'. N0. 21 10-0926 ACN 11114650 DATE'. 03-03-2011 EST. OF DORIS D CAREY SSN 197-05-7081 DATE OF DEATH 06-08-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. CITIZENS BANK OF PENNSYLVANIA 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/benefi.ciary 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 I:ommonwealth of Pennsylvania. Please call (717) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 6100941345 Date 04 - O 1 - 1984 To ensure proper credit i:o the account, two Established copies of this notice must accompany 3, 063.94 payment to the Register of Wills. Make check Account Balance ~` payable to "Register of 41i11s, Agent Percent Taxable X 50.000 NOTE: It tax payments are made within three Amount Subject to Tax $ 1 , 531.97 months of the decedent's date of death, Tax Rate ~( lj deduct a 5 percent discount on the tax due. Any Inheritance Tax due grill become delinquent Potential Tax Due $` 229.80 nine months after the da1:e of death. PART TAXPAYER RESPONSE ~ FALLURE T~7 RESPOND WILL RESULT IN AN 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 C H E C K a discount or avoid interest, or check box "A" and return this notice to the F;egister 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,~r~a~e, please state OFFICIAL USE ONLY ~ AAF relationship to decedent: ~~ PA DEPARTMENT OF REVENUE TAX RETURN - COMPUTATION OF TAX O JOIC.I~~T/TRUST ACCOUNTS PAD i_IIVE 1 . Late Established 1 +"{ ~ I ~ ~~ 1 2. Account Balance 2 •~ ~ ~tv _3 ~ , 2 3. Percent Taxable 3 X ~ 3 4. Amount Subject to Tax 4 $ ~ .~ ~1 ~ ~ ~ 4 5. Debts and Deductions 5 - 5 6. Amount Taxable 6 $ ~ 7. Tax Rate 7 X ~ -~~'.~ 7 8. Tax Due 8 ~` $ PART DEBTS AND DEDUCTIONS CLAIMED 0 DATE PAID PAYEE DESCRIPTION AMOUNT PAID der p nal ies of perjury, I declare that the facts I have reported abpove ar~ejtrue, correct and compl/e~fe~ t the st of y knowledge and belief. HOME C~ 1 ~ ) -(~~ t~ ~~ TAXPAYER SIGNATURE TELEPHONE NUMBER DATE ~ Y'; .r IUTAL ctnter on Line 5 of Tax Computation) $ REV-iso9 EX+ (oi-1o) ~ pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDt~LE F ]OINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: Doris D. Carey 21-10-0926 If an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A• David Carey 322 Somerset Drive Son Shiremanstown, PA 1 701 1-6538 B. C. ]OINTLY OWNED PROPERTY: ITEM LETTER FOR JOINT DATE MADE DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH % OF DEC'EDENT'S DATE OF DEATH VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A• 05/08/08 Merrill Lynch Wealth Management Account No: 882-10617 182,446.42 50 91,223.21 2 A. 05/21/08 Citizens Bank Acct. 610117-455-0 63.01 50 31.51 3 A 05/21/08 Citizens Bank Acct. 622594-611-3 204,152.85 50 102,076.43 4 A 05/21/08 Citizens Bank Acct. 610094-134-5 3,063.70 50 1,531.85 TOTAL (Also enter on Line 6, Recapitulation) I $ 194,863.00 If more space is needed, use additional sheets of paper of the same size. F-:- ~ ~_ NOTICE OF INHERITANCE TAX pennsylvan~a ~ ~ _:;;~~ BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE ~ INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX '`---- ---' REV-1547 IX AFP (12-09) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 12-06-2010 ESTATE OF CAREY DORIS D DATE OF DEATH 06-08-2010 FILE NUMBER 21 10-0926 COUNTY CUMBERLAND EDMUND J BERGER ESQ ACN 101 2104 MARKET ST APPEAL DATE: 02-0 4-2011 CAM P H I L L P A 17 011 (See reverse side under Objections ) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE _ --~ R_ETA_IN LOWER POR TION FOR YOUR RECORDS ~-- _ REV-1547 EX AFP ~i2-09? ~!OTIC~ OF INHERITANCE _ _ -TAX APPRAISEMENT, ALLvti'iyi~CE O^--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: CAREY DORIS DFILE N0 .:21 10-0926 ACN: 101 DATE: 12-06-201_0 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN "" 1. Real Estate (Schedule A) C1) .0 0 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) C2) ,0 Q credit to your account, 3. Closely Held Stock/Partnership Interest [Schedule C) C3) .0 0 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 of this form with your tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1,8 21.2 6 6. Jointly Owned Property (Schedule F) C6) 194,863.00 7. Transfers (Schedule G) C7) 46,557.07 8. Total Assets C8) _ 243 241.33 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)_ 19,9 8 5. 9 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,4 8 8.0 0 11. Total Deductions C11) _ 23,473.39 12. Net Value of Tax Return C12) 219, 767.94 13. Charitable/Governmental Bequests; Non-elected 911 _ 3 Trusts (Schedule J) C13) _ .0 0 14. Net Value of Estate Subject to Tax C14) _ 219,767.94 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17,, 18 and 19 will __ __ refl_ect_ figures. that__ i~clude the. total of ALL_ _retu.~rns assessed to date, - - ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0 16. Amount of Line 14 taxable at Lineal/Class A rate C16) ?1 9 , 767.94 x 045 = 9,8.89.56 17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0 18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 .0 0 19. Principal Tax Due C19)= 9,889.56 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 09-08-2010 CD013319 382.50 7,267 50 09-24-2010 CD013409 .00 . 2,239.57 TOTAL TAX PAYMENT __ 9,889.57 BALANCE OF TAX DUE .O1CR INTEREST AND PEN. .00 TOTAL DUE .O1CR * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE FOR .CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ,II~, '~,I'~`~ f ~qk~ i~l~,,,, ~ ~,., ~I~ ~~ ~;I ii~I;i~ ,~~.. `t~i~ ~',4y -0 ' ,'I~ ~ ~ r ~e ~ dli ~ 1, ~'~ t...~ r. `_ .~~ 1.:. li~ S ~•'P w.>~ ^;i y,_ ,..; Lip ,.... ...'.. i '. ~ ~~. ~~~ . _ ,r} 4~ '~~.C~: : ~ .1 ~,i ,~.,. ,s~~~. ,~, F'.~3 ~.... ' ,.,... ~~ •~ ~1 f`~ ~.a i...'t.. -~., Ui. ~ f y'1 ~ r~ ~~.... u {~ ~,y 1'~ i~ `...~ i :3 := Z iit t~~ 1.1:1 •! :iF ..s "'} _'~.. .••!