HomeMy WebLinkAbout09-06-11COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX~11-96)
NO. CD 014932
WOLF LISA B
6353 STEPHENS CROSSING
MECHANICSBURG, PA 17050
fold
ESTATE INFORMATION: SSN: 202-20-3035
FILE NUMBER: 211 1-0942
DECEDENT NAME: BERZINCE NANCY
DATE OF PAYMENT: 09/06/201 1
POSTMARK DATE: 08/29/201 1
COUNTY: CUMBERLAND
DATE OF DEATH: 05/ 1 2/201 1
REMARKS:
CHECK#1263
SEAL
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
11152935 ~ 5255.27
TOTAL AMOUNT PAID:
INITIALS: DB
5255.27
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
;, PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES A N D
PD BDX ZBU601 pennsyP~vania
HARRISBURG PA r71za-0601 oePnaTMervTO,~,gFyENUe. - ~_,~,C~CXPAYER RESPONSE 'i,
REV-1543 E% ~RP r05 -~1)' „~~ ~
CLERK CF
ORPHAr~~S r~! lRT
LISA BERZINECWOLFE
6113 WESTOVER DR
MECHANICSBURG PA 17050
FILE N0. 21 - ~ t' `~y
ACN 11152935
DATE 08-15-2011
j EST. OF NANCY BERZINEC
SSN 202-20-3035
DATE OF DEATH 05-12-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
CHECKING
TRUST
CERTIF.
M & T BANK provided the department with the information below, which was used iri 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 Sp0U5e 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
~t 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. 462942 Date 07- O L - 1968 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 $ I 1 , 345.40 payable to "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to Tax ~` 5, 672.70 months of the decedent's date of death,
Tax Rate )( .045 deduct a 5 percent discount on the tax due.
Any inheritance tax due will become delinquent
Potential Tax Due $ 255.27 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 B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return
0 N L Y tiled by the estate representative.
C. ~ 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 OFFICIAL USE ONLY ~ AAF
relationship to decedent:
PA DEPARTMENT DF REVENUE
TAX RE TURN - 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 $ 4
5. Debts and Deductions 5 - 5
6. Amount Taxable 6 $ i (,
7. Tax Rate 7 X 7
8. Tax Due 8 $ g
PART DEBTS AND DEDUCTIONS CLAIMED
^3
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
TAXPAYER~SIGNA URE TELEPHONE NUMBER DATE
TOTAL CEnter on Line 5 of Tax Computation) S
Under penalties of perjury, I declare that the facts I reported above are^-true, correct and
complete ~o /the best of my k/notw/led a and belief . HOME C ~ ~ 1 ) 7ti ~ fc~'._L~L}
t/` I ' ~t/l~'7~~-C_ tJ ~/VrL~ WORK C `']f'7 ) ~7_71'l ~C~i~~=~1~
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