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HomeMy WebLinkAbout07-25-11BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE _ AND ~~~ '~~'s ~;~f~. ~AXPAYER RESPONSE ~~ REV-1543 ~~~~'~8'-b'65~ ~ ~ -.l.. .l FILE N0. 21 11-0088 ACN 11123623 DATE 04-07-2011 ~t~ .~~~ 25 ~~ 12~ CI-G~E~ Q~ QRPHAN'S ~O~R PA Cl1MR~R1~N'_ ~_, . ERIC S PROCTOR 1156 PIKETOWN RD HARRISBURG PA 17112-9057 EST. OF CECILIA M PROCTOR SSN 193-30-1151 DATE OF DEATH 12-28-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. WACHOVIA BK NA 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 ]oint 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 Commonwealth of Pennsylvania. Please call (717) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1000643208158 Date 01-02-1950 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance 29, 20b . 22 payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 50.000 I~i~~ NOTE: If 'tax payments are made within three Amount Subject to Tax $ 14,603.11 months of the decedent's date of death, Tax Rate ~( .~-~~- i ~y~ deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due $ -- nine months after the date of death. PART TAXPAYER RESPONSE a ,,, ~~ 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 Register of Wills and an official assessment will be issued by the PA Department of Revenue. ONE BLOC 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 ~\~ ~ Z^ relationship to decedent: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS ~ LIkE :. Date Estaslis::sd ' 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 8 $ ~ ~ ~ ~ ~ ~ PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID Unde penalties of erj r I declare that the facts I have reported above are t/r~ue, c'o/rrect and comp to to the be t y kno a and belief . HOME C ~ / (~ 7 6 ~~ ~ ~~ / WORK C ) -ap j( ~XPaYER SIGNATTIR,~~ TELEPHONE NUMBER DATE TOTAL CEnter on Line 5 of Tax Computation) S BUREAU OF INDIVIDUAL TAXES PO BOX 280601 1 HARRISBURG PA 17128-0601 Ft(`~, REV-1543 EX AFP (p 8k~ SY~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE `_~ ~.,,;+y~ AND FILE N0. 21 11-0088 ;`~~-~ '-``'• ~ AYER RESPONSE ACN 11123624 "~. -~ ''° '"~+_.~.~J DATE 04-07-2011 ~. '~tli i J1JL ~~ ~~ l2~ ~~ Ci.~RK ~~ QRP~~~ ~ ~O~RT C~I~R~P~~~,, Jr . C;C~ . PA ERIC S PROCTOR 1156 PIKETOWN RD HARRISBURG PA 17112-9057 EST. OF CECILIA M PROCTOR SSN 193-•30-1151 DATE OF DEATH 12-28-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS © CHECKING TRUST CERTIF. WACHOVIA BK NA provided the Department with the information below, whichi 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 Commonwealth of Pennsylvania. Please call C717) 787-8327 with questions. COMPLETE PART i BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1010080260257 Date 08-01-2003 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 19,939.93 ~ payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 50.000 ~~~t NOTE: If tax payments are made within three Amount Subject to Tax $ 9, 969.97 ~ months of the decedent's date of death, Tax Rate ~( .~~. ~ p deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due $ , nine months after the date of death. PART TAXPAYER RESPONSE 0 s 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 Register of 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. The above informs ion is incorrect and/or debts and deductions were paid. Complete PART 2~ and/or PART ~ below. PART If indicating a different tax rate, please state ~ ~ ~ relationship to decedent: TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS l 7NE ~ . D~+a E~}ably sh~~! 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 8 $ PART DEBTS AND DEDUCTIONS CLAIMED 0 DATE PAID PAYEE DESCRIPTION AMOUNT PAID U er penaltie of a jury, I declare that the facts I have reported above are true, correct and ,domplete to th~L e f my- I~n .w3edge and belief . HOME c ~ ~ ~ ~ `~~ `~~ 2 3 ~ I PAYER SIGNAPfURE WORK ( ~ TELEPHONE NUMBE °' ii DATE ~~ TOTAL CEnter on Line 5 of Tax Computation) S 500 North Third Street Twelfth Floor Harrisburg, PA 17101 Mailing Address: Post Office Box 1004 Harrisburg, PA 17108.1004 Ronald D. Butler Jana. Butler Toole Benjamin J. Butler Suzanne M. Butler July 20, 2011 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 Re: Estate of Cecilia W. Proctor PA File No. 21-11-0088 Dear Sir or Madam: Tel: 717.236.1485 Fax: 717.236.7777 lawyersC~3butlerlawfirm.com I have enclosed two originals and two copies of a Pennsylvania Inheritance Tax Information Notice and Taxpayer Response form for the above referenced estate. Please time stamp the enclosed copies and return them to me in the enclosed self-addressed stamped envelope. Very t y yours, Benjamin J. Butler BJB/mot Enclosures w o .- ~._ 3~pT;a 0 (~ c~ r- m .. >OgL~f W (V ~.~] f O ..~ `~ d ~ ~.a I ~ O "7 [1, ', ~ ~} r~i ~ ~~ ~6 ` '(S ~11N(1 p :~ ~ ~:~ N ~~ arnc~a r-Mlu O _,a N a `M: O O ~{ ~1T y ~ .. 11" r •'y r.~,~i. + ~ y; `~ ~.ti~;. ~,+T''i ~ "• ~' ~' a~ 0 0 U ~ ~ M .--~ ~ ~• O ,-~ U ~ [~ ~ ~ ~ ~ O a ~. ~ ~ ~ ~ ~ ~ .~ O .~ b~Q ~ ~ ~ U .-~ L ~ o g '" ~ a O ~ ~~ a° x