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Home My WebLink About04-12-11PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE AND BUREAU OF INDIVIDUAL TAXES F- ,.-~- -r-~ Po Box 280601 ;-S~ ,i_' _ T~~~?~A~~R RESPONSE HARRISBURG PA 17128-0601 - REV-1543 EX AFP (08-08 )~ ~ -' -~-~ ~ -~ :.'1 FILE N0. 21-~~'~/~~ ACN 11117610 DATE 03-16-2011 `'~' ` `~'~~' ~ ~ ~ - ~~:~` '~~7'ST. OF NEIL L BARBER SSN 184-20-4025 ~~~~~(~~ DATE OF DEATH 05-21-2010 '~ j ~ . T COUNTY CUMBERLAND ~~~~~..~~~J ~~~ ~~ ~ ryr- '' '° ~' ~ REMIT PAYMENT AND FORMS T0: «~v~: - r..a. .;j, (1 fir? l7 MARY E BARBER REGISTER OF WILLS 220 EUTAW AVE 1 COURTHOUSE SQUARE NEW CUMBERLAND PA 17070-2025 CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. SOVEREIGN B ANK 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/benefic:iarY 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. 0311127215 Date 07-02-2008 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 $ 574.54 payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 287 • 27 months of the decedent's elate of death, Tax Rate X 15 deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due $ 43.09 nine months after the datEr of death. PART TAXPAYER RESPONSE 0 FAILURE TO 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 a discount or avoid interest, or check box "A" and return this notice to the R~agister of C H E C K Wills and an official assessment will be issued by the PA Department of Revenue. ONE 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: SPDUS~. TAX RETURN - COMPUTATION OF TAXI ON JOIaNT/TRUST ACCOUNTS LIi-0c 1. Bade e.stakfli5iicti i T "Z• ~i~(i 2. Account Balance 2 $ S'~}''~•SS 3. Percent Taxable 3 X ~'~ 4. Amount Subject to Tax 4 $ 28~'•2~ 5. Debts and Deductions 5 - ~ 6. Amount Taxable 6 $ Z$~•Z~' 7. Tax Rate 7 X O.O 8. Tax Due 8 $ ~ PAD OFFICIAL USE ONLY ~ AAF PA DEPARTMENT OF REVENUE 1 2 3 4 5 6 7 Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief . HOME ( ~ 1'i ~ ~~~' ' 3~~~~ S'~ C~• ~ WORK ( ) MBER 9 ZOII A E ~-~~" TAXPAYER IGNATURE TELEPHONE NU PART DEBTS AND DEDUCTIONS CLAIMED a TATC owrn PeVFF DESCRIPTION AMOUNT PAID PENNSYLVANIA INHERITANCE TAXI INFORMATION NOTICE AND BUREAU OF INDIVIDUAL TAXES ,- Po Box z8o6o1 `' `~~..1~ I~~TAXPAYER RESPONSE HARRISBURG PA 17128-0601 ~ _ ~:,i REV-1~54'S EX ~RFP NCO B-08) ~ ~ "1-~ .-d,~, ,7 t ~~ ~~1 ~ L 1 ti.~.e ~i i C~~~;~ ~~ MARY E BARBER 220 EUTAW AVE NEW CUMBERLAND PA 17070-2025 ACN 11117b11 DATE 03-16-2011 EST. OF NEIL L BAR]gER SSN 184-20-4025 DATE OF DEATH 05-21-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. SOVEREIGN B ANK 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 Ce~mmonwealth of Pennsylvania. Please call (717) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0574107199 Date 12-18-1974 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 $ 1 ~ 890 • 88 payable to "Register of Wills, Agent". NOTE: If tax payments arE! made within three Percent Taxable )( 50.000 Amount Subject to Tax $ 945.44 months of the decedent's date of death, X ~ 1 5 deduct a 5 percent discount on the tax due. Tax Rate Anv Inheritance Tax due wall become delinquent Potential Tax Due $ 141 • 82 nine months after the date of death. PART TAXPAYER RESPONSE D FAILURE TO 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 a discount or avoid interest, or check box "A" and return this notice to the Register of C H E C K Wills and an official assessment will be issued by the PA Department of Revenue. ONE 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 relationship to decedent: tax rate, Please state S~OI~SFi TAX RE TURN - COMPUTATION iished t t OF 1 TAX ON JOINT/TRUST ACCOUNTS `?'~ ~$ ~ ~~~a LING i. ~ a Date cs lance t B 2 $ ~ 590. 88 2. a Accoun xable t T 3 X _ SO•a ~ 3. a Percen bject to Tax t S 4 $ 9 4S•44 4. u Amoun d Deductions 5 - ~ 5. Debts an ble t T 6 $ 945. 'j4 6. axa Amoun t R ~ X ~•~ 7. 8. e a Tax Tax Due 8 $ ~ PAD OFFICIAL USE ONLY ~ AAF PA DEPARTMENT flF REVENUE 1 z 3 4 5 6 7 PART w ~ ~ r ,~ ~ T T D A V C G DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. HOME C ~~~ ~ ~~4 ~ ~.~~~ ~~ Q JL A.._,~ WORK ( 3 4 9 ZO~I TA PA R SIGNATURE TELEPHONE NUMBER DATE