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HomeMy WebLinkAbout06-20-11COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX111-96) N0. CD 014607 BEARD IRVIN 14 GOBIN DRIVE CARLISLE, PA 17013 - fold ESTATE INFORMATION: SSN: 403-50-7872 FILE NUMBER: 2110-1266 DECEDENT NAME: BEARD ERIKA M DATE OF PAYMENT: 06/ 20/ 201 1 POSTMARK DATE: 06/20/201 1 COUNTY: CUMBERLAND DATE OF DEATH: 1 1 / 18/2010 REMARKS: ACN ASSESSMENT AMOUNT CONTROL NUMBER 11138411 ~ 581.35 11 138686 ~ S 1,766.75 TOTAL AMOUNT PAID: $1,848.10 CHECK# 1873 INITIALS: HMW SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ~~`` PENNSYLVANIA INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES ,.` INFORMATION NOTICE FILE N0. 21 10-1266 Po Box 280601 perms E ~.:~~-,~,~ AND ACN 11138411 HARRISBURG PA 17128-0601 DEPARTMENTO _, E}r ~R~ ~;` i~;? XPAYER RESPONSE _ ~ ~,`;,,.,, ., t~I, DATE 06 07-2011 REY-1543 EX AFP (05-11) ~ '" ~Y "'1" 1 G.. ~.I { ~ V ~ 4+r Y f 4 t Y fs ' ~ V CL€RK ~ 4PPHAN'S COllR~T C11M'P~?~L.(~ ~;(~ PA KATHERINE D LANDIS 14 GOBIN DR CARLISLE PA 17013-1510 EST. OF ERIKA M BEARD SSN 403-50-7872 DATE OF DEATH 11-18-2010 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 was used in calculating the inheritance tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account. If y0U are the SpoUSe Of the deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax may be due, but you must notify the department of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" in PART 2. If you believe 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. Please call- ?~.~-787-8327 with questions. - COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 6224343172 Date 07-01-2009 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 $ 3, 615.51 payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 1 , 807.76 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 $` 271.16 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 return this notice to the Register of Wills and 0 N E 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 filed by the estate representative. C. ~ The above informs ion is incorrect and/or debts and deductions were paid. "`fff Complete PART ~2 and/or PART 3~ below. PART If indicating a different tax rate, please state relationship to decedent:CL~9SSA ~citA.Ve~f~~/~~J~~ O TAX RE TURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 a~~~"o1V' d 2. Account Balance 2 $ ~ ~ l ~~cs 3. Percent Taxable 3 X ~~ \ 4. Amount Subject to Tax 4 $ ~ 8~ 7i 7 5. Debts and Deductions 5 - 6. // Amount Taxable 6 $ ~80 7• ,to 7. Tax Rate 7 X y .~ \ 8 . ~~ Tax Due 8 $ ~~~ ~. ~ ~~ PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I decl complete to the best of my knowle~ TAXPAYER SIGNA ghat the facts I reported above are true, correct an nd belief . HOME C~`T ~ 2~.3^ ~~~~ ~ WORK C ) ~~l~ MBER DATE TOTAL CEnter on Line 5 of Tax Computation) S ~\~. BUREAU OF INDIVIDUAL TAXES ' PO BOX 280601 penn~~ HARRISBURG PA 17128-0601 DEPARTMENTS tip REV-1543 El~~~ll~l. PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21 10-1266 !rr',-~?~ f~ ~~ AND ACN 11138686 ,~1~, ~AXPAYER RESPONSE DATE 06-08-2011 ~~~~ ~ ~~ ~d ~sj~ ~~ ~~ CLERK 0~ 4RP~A~!'~ ;OUR ~lJ~~f~~?~_~~v~J ~;n , PA ** BARBARA S BARRY 14 GOBIN DR CARLISLE PA 17013-1510 EST. OF ERIKA M BEARD SSN 403-50-7872 DATE OF DEATH 11-18-2010 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 Celow, which was used in calculating the inheritance tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account. If you are the Spouse of the deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax may be due, but you must notify the department of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" in PART 2. If you believe he information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. Please call_J17-787-8327 .with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 6225747951 Date 09-02-2010 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 6 1 . 1 9 39 ~ payable to "Register of Wills, Agent". Percent Taxable X 100.00 NOTE: If tax payments are made within three Amount Subject to Tax $ 39 ~ 261.19 months of the decedent's date of death, Tax Rate ~( ~ 1 rj deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due $ 5 ~ 889.18 nine months after the date of death. PART TAXPAYER RESPONSE . \\\\~s r 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 return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. 0 N E 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 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 /t~ax rate, please°state ~~7~~ s ~ \ ~ ~~ " ~ a relationship to decedent: L~ ~y c~ TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS p' LINE 1 . Date Established 1 GG ~ 7-d®~'aG~~ ....~\~ \\\\\\\ \\~ ~ \ \\ ~ \ \\ \ \ \ \ 2 A t B l $ 39 ?~ /• ~ ~ \~ ~ ~\e~~~ \ . 3. ccoun a ance Percent Taxable 2 3 X . S O D 4. Amount Subject to Tax 4 $ p o~~o / T 5. Debts and Deductions 5 - \~ ~ ~ ~ e 6. Amount Taxable 6 $ /?~i ~• ~ ~ ~ ~~ ~ ~~~~~~ 7. T a x Rat e 7 X ~~ T• J~ ~ ~ ~~~~~~ 8. Tax Due 8 $ 1 ~ 7 ~li• 7.7 \ ~\\ PART DEBTS AND DEDUCTIONS C LAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perju complete to the best of AXPAYER SIGNATURE declare that the facts I reported above are true, correct and owledge and belief. HOME C ) Z~ ~ ~~~ ~ WORK C ) /~ TELEPHONE DAT TOTAL CEnter on Line 5 of Tax Computation) fi ,/~ PENNSYLVANIA INHERITANCE TAX ~ ~~. ~- ,,rr-~~~'` INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES P , `~~ t ;' i "~f~ ~~ FILE NO. 21 10 -1266 Po eax zao6ol pe ~ ~~~~~, ~ `~,4 1 ~, AND ACN 11138412 HARRISBURG PA 17128-0601 DEPAR r r.~p~!R~u~NUfi.%+ ~1.-~^'~ TAXPAYER RESPONSE DATE 06-07-2011 REV-1543 EX AFP (05-11) :~:~y ~ ~ ~U 2a ~~'-'~ ~~ ~, ~~~~ BURT 4RP~4AN ~ C11~~~~~_~~ ~ C~t1, PA IRVIN E BEARD 14 GOBIN DR CARLISLE PA 17013-1510 EST. OF ERIKA M BEARD SSN 403-50-7872 DATE OF DEATH 11-18-2010 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 was used in calculating the inheritance tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account. If yoU are the SpoUSe of the deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax may be due, but you must notify the de artment of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" in PART 2. If you believe ~he information is incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it t.o the above address. Please call 717-787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 6100730646 Date 06-06-1966 To ensure proper credit to the account, two Established copies of this notice must accompany 25 941.15 payment to the Register of Wills. Make check Account Balance $ , payable to "Re " gister of Wills, Agent . Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 12 ~ 970.58 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 $ 1 , 945.59 nine months after the date of death. PART TAXPAYER RESPONSE ^ ~ ~ e ~~ ~~ A. ~ The above information and tax due is correct. Remit payment to the Register of Wills with twa copies of this notice to obtain C H E C K a discount or avoid interest, or return this notice to the Register of Wills and 0 N E 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 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, plea a state relationship to decedent: ~ ~~~ TAX RE TURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 LL ~~'d~-" /9~Q \ ~\ \ 2. Account Balance 2 $ a ~9~~• ~.,5 ~~ ~ 3. Percent 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 Under penalties of per" ry, I declare that the facts I reported above are true, correct and complete to the be my knowledge and belief . HOME C / ~~3 ~1~ WORK ( ) ! ~ TAXPAYER SIGNATURE TELEPHONE NUMBER DAT TOTAL (Enter on Line 5 of Tax Computation) S