The URL can be used to link to this page

Home My WebLink About07-29-11~ PENNSYLVANIA INHERITANCE TAX BUREAU GF INDIVIDUAL TAxES r.rn~ ~ ~" INFORMATION NOTICE Po Box 2BO6o1 r ' '" ~r( `~•r" V~' FILE N0. 21 -- ~~ - '' " HARRISBURG PA 17128-0601 ~~C,tSylda~"~ AND f ,'~'~;^ °~P^~xM~TOFRE~EN°E:' ~'_~ TAXPAYER RESPONSE AcN 11149133 REV-1543'EXA FP (OS-11) DATE 07-22-2011 I; r. !' C~EpFK C= Q~Sr'F`:r~`,i S vk~~ ~fST ROBERT W SHRINER 330 F ST CARLISLE PA 17013-1345 EST. OF PATRICIA J SHRINER SSN 185-26-1707 DATE OF DEATH 04-07-2011 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. Ff 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. ,f 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 move address. Please call 717-787-8327 with ouestions. COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 6100736024 Date 06-06-1966 To ensure proper credit to the account, two Establ ished copies of this notice must accompany Account Balance $ 7,899.77 payment to the Register of Wills. Make check Percent Taxable X 50.000 payable to "Register of Wills, Agent". Amount Subject to TaX $` 3, 949.89 NOTE: If tax payments are made within three Tax Rate X months of the decedent's date of death, _ 15 deduct a 5 percent discount on the tax due. Potential Tax Due $ 592.48 Any inheritance tax due will become delinquent nine months after the date of death. PART 1^ TAXPAYER RESPONSE 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 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. BLOC K ~ g. ~ The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax r 0 N L Y filed by the estate representative. eturn 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 ta~c~rae es lease state OFFICIAL USE ONLY ~ AAF relationship to decedent: ..SS ' TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Es±abl+i~hed 1 2. Account Balance 2 $ 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 g $ PART DATE PAID PAYEE PA DEPARTMENT OF REVENUE PAD 1 2 3 4 5 6 7 8 AIMED DESCRIPTION A MfIIIAIT DATT\ Under penalties of perjury, I declare that the facts I reported above are true, correct and po~mpleteJ-to)~the best ~f my knowledge and belief. HOME C ~~/7 ~ ~ `~~ f ~ C j~~ XPAYER SIGNATURE ~~~'; TELEPHONE NUMBER DATE , DEBTS AND DEDUCTIONS CL ~, PENNSYLVANIA INHERITANCE TAX BUREAU OF INDIVIDUAL TAxES ~ r INFORMATION NOTICE AND FILE NO PD Box zao6ol ~~'j~~y~ya~j~jl ;E ~{- ACN HARRISBURG PA 171za-oeol oePnrrs-rrgENr~oFnEVeNUe i_L~ TAXPAYER RESPONSE DATE dE WS563{%'p FP (05-11) 21-I, -~ ~.. 11149134 07-22-2011 C~.ERK C Gtil~~-{.~,~~7 t..~~v~T ROBERT W SHRINER 330 F ST CARLISLE PA 17013-1345 EST. OF PATRICIA J SHRINER SSN 185-26-1707 DATE OF DEATH 04-07-2011 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 calcaating the inheritance tax due. Records ind`cate 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 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 717-787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 6140692717 Date 11-22-1994 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance y~ 16, 442. $$ payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 50.000 Amount Subject to Tax $ 8,221.44 NOTE: If tax payments are made within three months of the decedent's date of death, Tax Rate X . lrj deduct a 5 percent discount on the tax due. Potential Tax Due $ 1 , 233.22 Any inheritance tax due will become delinquent nine months after the date of death. PART TAXPAYER RESPONSE 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 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 g, ~ The above asset has been or will be reported and tax paid with the Pennsylvania inheritance t t 0 N L Y filed by the estate representative. ax re urn C. ~ The above information is incorrect and/or debts JJJ~~~VVV and deductions were paid. Complete PART ~2 and/or PART 3~ below. PART it inaicating a altterent tax ate, please state relationship to decedent: ~~L+ ~' ~ r' OFFICIAL USE ONLY ~ AAF 2 PA DEPARTMENT DF REVENUE TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE I. Date Established 1 1 2. Account Balance 2 $ 2 3. Percent Taxable 3 X 3 4. Amount Subject to Tax 4 $ 4 5. Debts and Deductions 5 - 5 6. Amount Taxable 6 $ 6 7. Tax Rate 7 X 7 8. Tax Due g $ $ PART DEBTS AND DEDUCTIONS CLAIMED ^3 DATE PAID PAYEE DESCRIPTION AMCI(INT pern Under penalties of perjury, I declare that the facts I reported above are true, correct and complete to the e t of my knowledge and belief. HOME C '7/~ ~ `2[~~ / Z~- S` /1 ~~ ~..~- WORK C ~ PAYER SIGNA URE TELEPHONE NUMBER DATE ~l rr un ~Ine ~ or iax computation) $ PENNSYLVANIA INHERITANCE TAX ,,- ~ INFORMATION NOTICE FILE N0. 21 - ~ BUREAU OF INDIVIDUAL TAXES --. y~ ,-~`. Po Box zao6ol ~ pet~nsylva ~ xa AND ACN 11149135 HARRISBURG PA 1~IZS-o6a1 ~E~m'erMEwT,oFREyeNU ~,..~ TAX P AY E R R E S P O N S E - DATE 07-22-2011 REV-1543 E% AFP (RS -11) _ ,, r ` ' ! i i`s t CL~~K Or ORPE-'~^sd'~ CURS' Clh"R~~r?~ r-~~~i r,, P.. ROBERT W SHRINER 330 F ST CARLISLE PA 17013-1345 EST. OF PATRICIA J SHRINER SSN 185-26-1707 DATE OF DEATH 04-07-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST X~ CERTIF. CITIZENS BANK OF PENNSYLVANIA provided the department with the information below, which was used in calc,lating the inheritance tax due. Fecords ind-cate 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 the information is lncorrect, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. Please call 717-787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 6140696615 Date 03-30-1995 To ensure proper credit to the account, two Established copies of this notir-e mutt a~~.,m„~.,., Account Balance $` 11 , 739.22 pay menc to cne Kegister of Wills. Make check Percent Taxable Payable to "Register of Wills, Agent". X 50.000 $ 5,869.61 NOTE: If tax payments are made within three Amount Subject to TaX months of the decedent's date of death, Tax Rate ~( . lrj deduct a 5 percent discount on the tax due. 8 8 0 .4 4 Any inheritance tax due will become delinquent Potential Tax Due $ nine months after the date of death. PART TAXPAYER RESPONSE 1^ 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 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. BLOC K ~ g, ~ The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return O N L Y filed by the estate representative. C. The above information is incorrect and/or debts and deductions were paid. Complete PART ~ and/or PART ~ below. PART If indicating a different ta~~a~e,~ ~ ase state OFFICIAL USE ONLY ~ AAF relationship to decedent: JJ L ~ ~ PADEPARTMENT OF REVENUE TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1. Date Established 1 1 2. Account Balance 2 $ 2 3. Percent Taxable 3 X 3 4. Amount Subject to Tax 4 +fi 4 5. Debts and Deductions 5 - 5 6. Amount Taxable 6 $ ~ 7. Tax Rate 7 X ~ 8. Tax Due g ~` ~ PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID IUIHL .enter on Line s of iax Computation) S Under penalties of perjury, I declare that the facts I reported above are true, correct and completye -to the bes 'bf my knowledge and belief. HOME C ']/'~ ) `Z ~/? ~ ~L ~`~ ~ ~d ~ ~ . WORK ( ~ AXPAYER SIGNATU E TELEPHONE NUMBER DATE `~i`~, us~ r ~r-,Gi A55 ,,,,{y~ i~ `~ A ~I"". CL~S`54.. ''~. Y ~: ('r t~ i J ~~ r _,_ ~ a- o~ ^} C~ }- f .. 'J7 C~ .. M ,M-i N O .-~ /] ~ Q 3~°" ~~- ~ w o ° ~ ~r,U ~ M `n C O ..~ ~ ~ ~ ~ O o a ~ ~ ~ O ""' ~ V U d ts- +"' '_ c `~_-' ~= 4_. cn `i~ s.= _~ t ;.~h ,i. ~.. "'. ~K C1- C~ d `~ v ~~~ [3? ij~ i °I :~l~ ~~~ .«q F ~~i •i^i