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Home My WebLink About04-13-11COMMONWEALTH OF PENNSYLVANIA REV-1162 EXII 1-961 DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280801 HARRISBURG, PA 17128-0801 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 014291 SCHLUSSER THOMAS G 2 SHEA COURT CARLISLE, PA 17015 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- foltl ESTATE INFORMATION: SsN: 179-52-0355 FILE NUMBER: 211 1-0470 DECEDENT NAME: SCHLUSSER MICHELLE M DATE OF PAYMENT: 04/ 1 3/201 1 POSTMARK DATE: 04/12/2011 COUNTY: CUMBERLAND DATE OF DEATH: 07/12/2010 REMARKS: THOMAS SCHLUSSER SEAL CHECK# 5005 11124489 ~ 5315.16 11124490 ~ $62.66 11124491 ~ 55.13 TOTAL AMOUNT PAID: 5382.95 INITIALS: WZ RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES Po Box zeosol HARRISBURG PA 17126-0601 .-. ._ ..--~ eEV-151 PENNSYLVANIA INHERITANCE T INFORMATION NOTICE AND r'l;'t. (~AXPAYER RESPONSE "'j~~ .~.~~ FILE N0. 21 -~~ ^ l.J`~ C ACN 11124489 DATE 04-08-2011 ~~I I ~,PI~ 13 f ~: Eau CLERK OF pRPHAN'S COUR ~ CUMBFPI.A,'v~J CO., PA THOMAS G SCHLUSSER 2 SHEA CT CARLISLE PA 17015 TYPE OF ACCOUNT EST. OF MICHELLE M SCHLUSSER ^ snvINCs SSN 179-52-0355 ® CHECKING DATE OF DEATH 07-12-2010 ^ TRUST COUNTY CUMBERLAND ^ CERTIF. REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 SOVEREIGN BANK provided the Dapartaant rith the inforaation below, which has been used in calculating the potential tax due. Records indicate that at the death of the above-naaed decedent, you ware a ioint owner/benef Seiary of this account. If you foal the inforaation is incorrect, please obtain written correction frow the financial institution, attach a copy to this fora and return it to the above address. This account is tazable in accordance with the Inheritance Tax laws of the Coasenwealth of P_nnsylvania. Please call C717) 787-8327 with ewstions. _ COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1691017477 Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Taz Due Data 05-06-1986 Established $ 4,202.07 X 50.000 $ 2,101.04 X .15 $ 315.16 PART To ensure proper credit to the account, two copies of this notice oust eeeoapany oayaent to the Register of Wills. Make check payable to "Ragistar of Wills. Agent". NOTE: If tax payaents era soda within three sonths of the decedent's data of death. deduct a 5 percent discount on the tax due. Amy Inheritance Tax due will becose delineuant nine sonths after the date of death. A. ^ The above inforaation and tax due is correct. Resit pavaant to the Ragistar of Wills with two copies of this notice to obtain CHECK a discount or svofd interest, or check boot "A" sntl return this notice to the Register of Wills and an off ieial assesssent will be issued by the PA Dapartaant of Revenue. C ONE ~ BLOCK B. ^ Tha above asset has bean or will be reported and tax paid wit h the Pennsylvania Inheritance Tau return ON L Y to be filed by the estate representative. C. ^ Tha above inforwa ion is incorrect and/or debts and deductions were paid. Coaplete PART 2~ and/or PART ~ below. PART If Sndicatin9 a different tax rata, please stela relationship to decedent: TAX RE TURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balance 2 S 3. Parcant Taxable 3 X 4. Amount Subject to Tax 4 ~ 5. Debts and Deductions 5 6. Amount Taxable 6 7. Tax Rate 7 X 8. Tax Due 8 ~ PART DEBTS AND DEDUCTIONS CLAIMED ^3 DATE PAID PAYEE DESCRIPTION AMOUNT PAID WORK C'? n ) ~ 7L - S`!/Ci~ TELEPHONE NUM ER DATE Under penalties of perjury, I declare that the facts I have roportod abovo era true, correct and complete to the best of my knowledge and belief. Llf1MG f'I/7 ~ ~ycf - ~ Z ~. BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 n ,~: G~(.av'ii[i`~ acv ,.d='.'.5 PENNSYLVANIA INHERITANCE T INFORMATION NOTICE AND ~~ TAXPAYER RESPONSE FILE NO. 21 ~- ~~ _ `~' ~ V" ACN 11124490 DATE 04-OS-2011 ~p~ S COUR3 SC~;~BE~~`lD CO., PA THOMAS G SCH SSER 2 SHEA CT CARLISLE PA 17015 TYPE OF ACCOUNT EST. OF MICHELLE M SCHLUSSER ® SAVINGS SSN 179-52-0355 ~ CHECKING DATE OF DEATH 07-12-2010 ~ TRUST COUNTY CUMBERLAND ~ CERTIF. REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SgUARE CARLISLE PA 17013 SOVEREIGN BANK Drovidad the DeDSrtment with the information below, which hes bean used in ealeulat inp the potential tax due. Recortls indicate that at the death of the above-pawed decedent, you ware a ioint owner/bonofieiarv of this account. If You foal the information is incorrect, Please obtain written correction frog the financial institution, attach a copy to this fora end return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Commonwealth of Pennsylvania. Please call C717) 787-8327 with puestions. COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1 6940 0 0819 Dat• 12-22-1995 To ensure Proper credit to the account, two Establishod copies of this notice must sccompany Account Balance $ 3 5.45 Payment to the Register of Wills. Nake cheek ~. ~ payable to "Register of Wills, Agent". ~~~~~~ NOTEs If tax Amount Subject to Tax 417.73 payments are made within three months of the dece~hY r data of death, Tax Rate X . 1 5 deduct a 5 percent discount on the tax due. Any Inharitenee Tax due will become delinquent Potential Tax Duo S (2 .6 6 nine months after the date of death. PART TAXPAYER RESPONSE 1^ A. ^ Tha above inforaation and tax due is correct. Resit paywent to the Register of Wills with two copies of this notice to obtain C H EC K a discount or avoid interest, or check box "A" and return this notice to the Register of C ONE ~ Wills and an official assessment will be issued by the PA Department of Revenue. BLOCK B. ~ Tha above asset has boon or will be reported and tax paid with the Pennsylvania Inheritance Tax return ON L Y to be filed by the estate representative. C. ~ Th• above info ion is incorrect and/or debts and deductions were paid. Cwplate PART ~2 and/or PART 3~ below. PART If indicatSnB a different tax rate, please state relatSonship to decadent: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Data Established 1 2. Account Balanea 2 ~ 3. Percent Taxable 3 X 4. Amount SuDiact to Tax 4 ~ 5. Debts and Deductions 5 6. Amount Taxable 6 7. Tax Rate 7 X 8. Tax Due 8 ~ PART DEBTS AND DEDUCTIONS CLAIMED 0 DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I tlecla re that tho facts I have reportetl above are tr~u,e/, corre~tTand Tcomplata~jto the bast of my knowledge antl belief. HOME C 7~7 ) ~ / 5~- 9J~ /i1~W1 ~T,Ii~~G/`-~ WORK ('7/7 I ~' S76 ~~~ TAXPAYER SIGNATURE TELEPHONE NUMBER DATE PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE ~/~~] TT~~ BUREAU OF INDIVIDUAL TAXES ~f AND FILE NO. 21 ~~~'O`~ [~.J Po Box zaoeol n l ~r`'~~;'-~j~X~AYER RESPONSE ACN 11124491 HARRISBURG PA v12e-oeol ~~{r~^'~~`~~„ --~ ~•,4 ~ ~ DATE 04-08-2011 aEY•ISf3 E% Af/ (,W!!i^~' / ~~... _.~ .1. G.'J TYPE OF ACCOUNT )(~;' A~~ ~ 3 ~~~ ~~~ ~~ EST. OF MICHELLE M SCHLUSSER ^ SAVINGS SSN 179-52-0355 ^ CHECKING CLERK OF DATE OF DEATH 07-12-2010 ® TRUST Ctp B~~ND O~RT~ RM I~T1 AYMENT AND'FDR sLADND ^ CERTIF. THOMAS G SCHLUSSER 2 SHEA CT CARLISLE PA 17015 REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 SOVEREIGN BANK provided the Department with the infonation below, which has been used in ealeulat ina the potential tax due. Records indicate that at the death of the above-named decedent, you ware a 3oint owner/benef iciarv of this account. If you feel the information is incorrect, please obtain written correction frog the financial institution. attach a Copy to this fora 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. 2895548911 Dat• 12-31-2008 io ensure proper ereeit to the account, two Established eooies of this notice must aceompar13r payment to the Register of Wills. Make cheek Account Balance $ 2s034.23 payable to "Resister of Wills. Aaent". Percent Taxable X 100.00 NOTE: If tax pavwnts are made within throe Amount Subject to Tax ~` 23034.23 months of the decedent's data of death. Tax Rate X , 1 rj deduct a 5 Dereent discount on the tax due. Aro Inheritance Tax due will become delinquent Potential TaX Due g 305.13 nine months after the date of death. P RT TAXPAYER RESPONS E A 1 A. ^ The above information and tax due is correct. Remit payment to the Raaistar of Wills with two eopias of this notice to obtain C H E C K a discount or avoid interest, or check box "A" end return this notice to the Resister of ONE Wills and an official assessment will 6e issued by the PA Depa rtwent of Revenue. BLOCK B. ^ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return ONLY to b• filed by the estate representative. C. ^ Tha above info ion is into.. t and/or debts and deductigns ware paid. Complete PART r 2 and/or PART ~ below. PART If indicating a different tax rate, please state Q relationship to docedent: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Bslanco 3. Percent Taxable 4. Amount Subject to Taz 5. Debts and Deductions 6. Amount Taxable 7. Taz Rato 8. Tax Due 2 ~ 3 X 4 S 5 6 ~ 7 X B s PART DEBTS AND DEDUCTIDNS CLAIMED ^3 DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported above era ~t7ruev, correct and complete to the bast of my knowledge and belief. HOME C7 /7 ) /- / S^- ~ ~~ 7 ~~~~~~ WORK c~ ~ ~ S 7 G S"- 9a l TAXPAYER SIGNATURE TELEPHONE NUMBER DATE e s ~ ai vsn ~ ~ 7 ~ f ~ '~ls ~~io;.; yT 4 ie _. '~? s r~ -- ~~ti ad` J .~ ~'1' r~ J J ~ r ~~ '~ ~ V 0l /'~ U .,., I