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HomeMy WebLinkAbout09-19-11PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES PD Box zso6ol AND I%-~~A~ HARRISBURG Pa lnzs-ocol _ TAXPAYER RESPONSE: FILE No. 21' -' ~, ACN 11104195 REV-1543 EX pFP (08 -08) ~ - DATE 01-25-2011 'r - '`' EST. OF VIOLET M TURNBAUGH ~ ~~ ~ .. SSN 1.85-01-1563 O~~rll + .,y ~;,~, ,~T DATE OF DEATH' 12 -18 - 2010 +tr~'._~ ~ „"~~~n COUNTY CUMBERLAND NANCY r"A REMIT PAYMENT AN:D FORMS T0: 2717 HARVARDDAVEER REGISTER OF WILLS CAMP HILL PA 17011-5336 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. PNC BANK NA provided the Department with the information below, whiich has been used in calculating the potential tax due. Records indicate that at the death of the above-named decedent, If you feel the information is incorrect, please obtain written correction from the financial institution, attach a co and return it to the above address. This account is taxable in accordance with the Inheritance,TaxtlawseofbthefCommonwealthlofaccount. Pennsylvania. Please call (717) 787-837 with pv to this form COMPLETE PART 1 BELOW * q"estions. SEE REVERSE SIDE FOR FILING AND PAYMENT ruor~,..,.___-__ ~~-• ...ur uuabCS6 Date 03-07-2005 '"-" gyp" i~ry~ Established Account Balance To ensure proper credit to the account, two copies of this notice must acc $ 6,580.55 Percent Taxable X ompany payment to the Register of Wills. Make check payable t " Amount Subject to Tax 50.000 o Register of Wills, Agent". $ 3 ~ 290.2$ TaX Rate NOTE: If tax payments are made within th X Potential Tax Due • 045 ree months of the decedent's date of death, deduct a 5 percent di $ 1 4 8 . 0 6 PART scount on the tax due. Any Inheritance Tax due will becom d 1~ TAXPAYER e elinquent nine monl:hs after the date of death. RESPONSE FAILURE TO RESPOND WILL :RESULT IN AN OF FICIAL TAX ASSESSMENT A• ~ The above information and tax due is correct. Remit payment to th e Register of Wills with two copies of this notice to obtain C H E C K a discount or avoid interest, or check bo " " C x A 0 N E ~ Wills and an official assessment will be issued b and return this notice to the Register of BLOC K y the PA D 0 N L Y B' The above asset has been or will b epartment of Revenue. e reported and tax to be filed by the estate representative paid with the Pennsylvania Inherit . C• ~ The above infor m atio i ance Tax return n l - s incorrect and/or debts and d Complete PART Iz and/or PART 3^ below. o eductions werf~ paid. PART If indicating a different tax rate, please stat relati e onship to decedent• TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balance z ~` 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 $ 5. Debts and Deductions 5 - 6. Amount Taxable 6 $ 7. Tax Rate ~ X 8. Tax Due $ $ PART DATE PAID PAYEE PAD 1 2 3 4 5 6 7 8 AIMED DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) Under penalties of perjury, I declare that the facts I have reported above are true, $ complete to the befit of my knowledge and belief. correct and HOME (,' ~~-.~9,- 7~C/:7Z ~ f~ PA ER GNATURE WORK ( ~ ~~. TELEPHONE NUMBER DA DEBTS AND DEDUCTIONS CL OFFICIAL USE ONLY ~ AAF PA DEPARTMENT OF REVENUE BUREAU OF INDIV]:DUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 REV-1543 E% AFP (OB -0 B) PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE ::. :'' AND TAXPAYER RESPONSE_ CLE r ,,F. o~~ ~~~ ;_ H,~'j ~ ;~, J:fi CUrti °; ~I-r ~~ a=-~ NANCY L DIENER 2717 HARVARD AVE CAMP HILL PA 17011-5336 TYPE OF ACCOUNT ^ savlNGs ^ CHECKING ^ TRUST X^ CERTIF. PNC BANK NA provided the Department with the information below, wYiich has been used in calculatin potential tax due. Records indicate that at the death of the above-named decedent, If you feel the information is incorrect, g the p ease obtain written correction from the financial institution, attach a co v of this account. and return it to the above address. This account is taxable in accordance with the Inheritance,Tint owner/beneficiar Pennsylvania. Please call (717) 7B7_8327 with pv to this form COMPLETE PART 1 BELOW * qu?stions, ax laws of the Commonwealth of SEE REVERSE SIDE FOR FILING AND PAYMENT T1.rcTO„..~--.._ ACCOUn+ u.. ~, ..~..ruVJ10/ /~ Date ----....,.., ivna 05-30-2008 Established To ensure proper credit to the account, two Account Balance copies of this notice must accompany $ 5U, Q00, 00 payment to the Register of Wills. Make check Percent Taxable X payable to "Re 5 0 0 0 0 Sister of Wills, Agent". Amount Subject to Tax $ 25~00~ ~~ NOTE: If tax payments are made within three Tax Rate X months o~F the decedent's Potential Tax Due .045 deduct a 5 date of death, percent discount on the tax due. $ 1 r 1 2 5 . O Q Any Inheritance Tax due will become delinquent PART nine months after the date of death. 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 co ies of C C H E C K a discount or avoid interest, or check box "A., p this notice to obtain 0 N E ~ Wills and an official assessment will be issuedabd return this notice to the Re BLOC K `~/{ Y the PA Department of Revenue9ister of 0 N L Y B' y~~ The above asset has been or will be reported and tax //"""~~ to be filed by the estate representative. paid with the Pennsylvania Inheritance Tax return C• ^ The above information is incorrect and/or debts and deductions were Complete PART a and/or PART ~ below. paid. PART If indicating a differon* ~_.. _ 171 relationship to decedent: ~~~ r-ate' please state TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 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 ~ X 8. Tax Due 8 $ e~nr ~. DATE PAID PAYEE FILE N0. 21'-/~-~Joj~%~ ACN 11104194 DATE 01-25-2011 EST. OF VIOLS.T M TURNBAUGH SSN 1.85-01-1563 DATE OF DEATHf 12-18-2010 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) Under penalties of perjury, I declare that $ complete to the bes of m the facts I have reported above are true, correct and Y knowledge and belief. f HOME C~~ ~ ,s~"9'_ lac, .:7 `7 XPAYE SI A iiaG ' WORK [ OFFICIAL USE ONLY ^ AAF PA DEPARTMENT OF REVENUE PAD 1 2 3 4 5 6 7 8 DEBTS AND DEDUCTIONS CLAIMED DATE PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES Po Box zaocol _ ~ '- AND ~;- HARRISBURG PA 171za-o6o1 TAX ~ AYE R RESPONSE: REV-1543 E% AFP (08-08) ~ ,, ~,.; ~,~, ,~,r GFP ~u-ire,, NANCY L DIENER 2717 HARVARD AVE CAMP HILL PA 17011-5336 FILE N0. 21'-' !! -~ ~~~ ACN 11104196 DATE 01-25-2011 EST. OF VIOLET M TURNBAUGH SSN 185-01-1563 DATE OF DEATH: 12-18-2010 COUNTY CUMBERLAND REMIT PAYMENT AN:D FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT © SAVINGS CHECKING TRUST CERTIF. PNC BANK NA provided the Department with the information below, wf~ich has been used in calculatin potential tax due. Records indicate that at the death of the above-named decedent, If you feel the information is incorrect, please obtain written correction from the financial iinstitution, attach a co g the and return it to the above address. This account is taxable in accordance with the Inheritance'TaxtlawseofbthefCommonwealthlofaccount. Pennsylvania. Please call (717) 7R7-8377 py to this form COMPLETE PART I BELOW * "ith questions. ^-- SEE REVERSE SIDE FOR FILING AND Pev6lGUr r.~nr.,..,. e,-,. _ ..... ~uuuiJSUYS Date 03-07-2005 -.......,,,,,~iury, Established Account Balance To ensure proper credit to the account, two copies of this notice must acc $ 42, 134.34 Percent Taxable X ompany payment to the Register of Wills. Make check payable t " Amount Subject to Tax 50.000 o Register of Wills, Agent". $ 21 ~ 067.17 Tax Rate NOTE: If tax payments are made within thr X Potential Tax Due .045 ee months o~f the decedent's date of death, deduct a 5 percent di $ 9 4 8 . 0 2 PART scount on the tax due. Any Inheritance Tax due will beco 10 TAXPAYER me delinquent nine months after the date of death. RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX A. ^ The above informati ASSESSMENT on and tax due is correct. Remit payment to the Register of Will s with two co ies of C C H E C K a discount or avoid interest, or p this notice to obtain 0 N E Wills and an offici d return this l k o a ~ a assessment will notice to the Register of be issued b BLOC K v the PA Department f 0 N L Y B'~ The above asset has been or will be o Revenue. reported and tax to be filed by the estate representative, paid with the Pennsylvania Inheritance T C• ~ The above infor ax return rm-a~ion is incorrrect and/or debts and d Complete PART IZI and/or PART 3~ below. ~J eductions werfr paid. u PART If indicating a diffo.,, ..~ ., 171 relationship to decedent: `~~ ,die' please state TAJX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE I. Date Established 1 2. Account Balance 2 $` 3. Percent Taxable 3 X 4. Amount Subject to Tax y $ 5. Debts and Deductions 5 - 6. Amount Taxable 6 $ 7. Tax Rate ~ X 8. Tax Due B $ PART DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) Under penalties of perjury, I declare that $ complete to the the facts I have reported above are true, correct and ¢~st of my knowledge and belief. (\ ~, HOME (~ Z •PAY R IGNATURE WORK ( ~ ~~~v-i,~ TELEPHONE NUMBER PLC DATE ~. OFFICIAL USE ONLY ~ AAF PA DEPARTMENT OF REVENUE PAD 1 2 3 4 5 7 8 - DEBTS AND DEDUCTIONS CLAIMED COMMONWEALTH OF PENNSYLVANIA DEPARTMENT DF REVENUE BUREAU OF INDIVIDUAL TAXES PO BOX 280601 ~^~~ ~ ~' "l', - HARRISBURG PA 17128-0601 - -- REV-15430. AFP (7-pp) ~i~~ , Ot,r~l~ `,i ~ -,~ r^T !;.~ ~ i Ct1~; E~~~ ;`~ ~" (, P;~ NANCY L DIENER 1287 WOODRUFF PLACE MORGANTOWN WV 26505 REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CAF;LISLE PA 17013 EDWARD JONES calculating the potential tax due. Their recordsvindicate that ratethewdeathhof3therabovendecedei~tbelow which has been used in If you feel this information is incorrect, please obtain written correction from the transfer a£rent, attach a co return it to the above address. This account is taxable in accordance with the Inheritance Tax Lawsoofwthe CommonwealthyoffPennsylvania. Questions may be answered by calling (717) 787-8327. pv to this form and COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 957-120 04 To insure proper credit to your account, two (2) copies of this notice must accompany your DOD Valuation 197,839.41 payment 'to the Register of Wills. Make check Percent Taxable X payable •to: "Register of Wills, Agent". 100.00 Amount Subject to Tax 197,839.41 NOTE: If tax payments are made within three TaX Rate (3) months of the decedent's date of death, X . 0 4 5 you may deduct a 5% discount of the tax due. Potential Tax Due Any inheritance tax due will become delinquent B, 902.77 nine C9) months after the date of death. PART 1^ TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE A• ^ The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain C C H E C K a discount or avoid interest, or you may check box "A" 0 N E ~ Wills and an official assessment will be issued by the PAdDepartment1ofnRevenueo the Register of B L 0 C K B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return ONLY ///~~~. to be filed by the decedent's representative. C• ^ The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. PART If you in~V; .. Wit.. _ ^ ---- -' ,..~~r)eni cax rate, please state your 2 relationship to decedent: TAX RETURN - COMPUTATION OF TAX ON ABOVE ASSET(S) LINE i. DOD Valuation 2. Percent Taxable 3. Amount Subject to Tax 4. Debts and Deductions 5. Amount Taxable 6. Tax Rate 7. Tax Due 1 2 X 3 4 5 6 _ ~ 7 OFFICIAL USE ONLY ~ AAF PA DEPARTMENT OF REVENUE PAD 1 2 3 4 5 6 7 8 R~ 0 INFORMATION NOTICIE FILE N0. 21-- 1 ~- (~~ AND TAXPAYER RESPONSE ACN 11500120 DATE 01-19-2011 TYPE OF ACCOUNT EST. OF VIOLET M TURNBAUGH ^ SECURITY S.S. N0. 1,65-01-1563 X^ sEC Accr DATE OF DEATH 12-18-2010 COUNTY CIJMBERLAND ^ srocK BONDS DESCRIPTION TOTAL (Enter on Line 5 of Tax Computation) I S Under penalties of perjury, I declare that the facts I have reported abo'/e are true, correct and complete to the best of~-my knowledge and belief. HOME C ) C,-~_~~,ri,~~ TAXPAYE SI ATURE WORK C ) ~ TELEPHONE NUMBER ~ ^~ DAT E ~~Lt/~t- DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE LAW OFFICES OF GATES, HALBRUNER, HATCH ~: GUISE, P.C. 1013 MUMMA ROAD • SUITE 100 • LEMOYNE, PENNSYLVANIA 17043 (717) 731-9600 • FAX: (717) 731-9627 LOWELL R. GATES, LL. M. CORRESPONDENCE ADDRESS: BRANCH OFFICE: LL. M. in Taxation Also Admitted to Massachusetts Bar Lemoyne Office 3 WEST MONUMENT SQUARE, SUITE 304 MARK E. HALBRUNER WEB SITE: LEWISTOWN, PA 17044 CRAIG A. HATCH, CELA www.GatesLawFirm.com (717) 248-6909 Certified as an Elder Law Attorney by the National Elder Law 1=oundation CLIFTON R. GUISE Also Admitted to practica before the U. S. Patent & TrademarM; Office VIA U.S. FIRST CLASS MAIL Office oi'the Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17G 13 September 16, 2011 RE: Estate of Violet M. Turnbaugh Estate No. 21-11-0280 Dear Sir or Madam, STACEY L. NACE Paralegal/Office Manager TRACT L. SEPKOVIC Paralegal TRACT L. HILFERDING Paralegal Please find enclosed an original and copy of four (4) Information Notices and Taxpayer Responses to be filed in connection with the above-referenced estate. Please tune-stamp the photocopies and return to our office using the enclosed envelope. Thank you. Sincerely, ~ /' v~`~~~I ~~. , Traci L. Hilferding, Paralf;gal tlh Enclosure cc: Nancy L. Diener, Executrix ~7 -r _p ~~~ ~: ~- r- - _,~ ~`, ;,_. _-- -~ - . ?~ ~~~C:; ~ --- , 3Jt~~~30d Sfl ~'I _, '~~ ~~ ~ a' ~~= ~= I . i s~ I :f~ r i _- ti I; L ~ r ~ Ef.F a i _ I i .~ .~ 2~3~15`dH <<~1 ~ ~. ~ ~~ ~~~ '~a'. ~~r _~_ ~ ~= o .t. - r n U ~ ~ ~l .J = ~ ~ L1.. `~`~ l ~J~ ~. o ~ .^ U ~ ~' r ~ w ° o 3~ 7 M p O ~ ~, . • r~ v O ~ _ ~ ~ ~ F Q M b A _ x ~z O _ ~ ti C o ;;U ~~ -~U ~.~ w O~ ~ ~ a = w :,. ~ Z aw ~ - O ~ O .~ =~~U~ z ~ ~ ~ ~W = O U O U ~ ~r ~ M ~ W J H C7 0 H