HomeMy WebLinkAbout09-23-11PENNSYLVANIA INHERITANCE
BUREAU OFi^j~ryD1N•1DUAL. 7gXES- ~• TAX
Po Box 26 pl - - INFORMATION NOTICE
HARRISBURG pq 1 7128-0601 ~~" ~nnsylvania
~DEPgR7MENTOFREVENUE AND FILE N0. 21 11-0847
`'' RE~_~5<3 Ex AFP ,05-~~, TAXPAYER RESPONSE
ACN 11159772
.,._ ~ ,~J G• ~, . / DATE 09-05-
/ 2011
~* Y
t ~~~ TYPE OF ACCOUNT
- ~] t~'" `~^ j; ~~ EST. OF BERNICE M PREDMOR
SSN E ^ SAVINGS
C~~. P~ ;`~ i(~r t ~ ~ 193-36-2573
C~ ~~~ ,. F~a ~,~ 'I DATE OF DEATH 07-24-2011 ~ CHECKING
COUNTY CUMBERLAND ^ TRUST
JUDITH A SOMERICK REMIT PAYMENT AND FORMS TD: ^ CERTIF.
3323 SYLVAN DR
THORNDALE REGISTER OF WILLS
PA 19372-1217 1 COURTHOUSE SQUARE
CARLISLE PA 17013
PNC BANK NA
provided the department with
Records indicate that at the death of the above-named decedent,
deceased and any amount Other the information below,
notify the department of than zero is reflected below one theoPnt owner/5eneficia~hich was used in calculatin
If you believe the information ~Dr~~co1aectnship to the otential Tax Dueyline ris account. e the inheritance tax due.
it to the above address. Please earl ~1~_787_ deceased by checkin note no If y0U are the spouse of the
please obtain written correction g Box C in PART tax may be du
COMPLETE 832/ with questions. from the financial in tibetoo and writing "spouse" bntPART 2DSt
PART 1 BELOW * SEE REVERSE SIDE FO attach a co
PY to this form and return
Account No. 5140050483 R FILING AND P
Date AYMENT INSTRUCTIONS
02-16-2007
Account B Established To ensure proper ere
glance copies of dit to the account,
$ this notice must accom two
Percent Taxable 4, 994.00 payment to the Re pang
X payable to gister of Wills. Make check
Amount Subject to Tax 16.667 "Register of Wills, Agent•'.
TaX Rate $ 832.35 NOTE: If tax payments
Potential X months of the dece are made within three
Tax Due $ 15 deduct dent's date of death,
a 5 percent discount on the tax due.
PART 124 , $5 Any inheritance tax due
TAXPA yE nine months after will become delinquent
R RESPONSE the date of death.
FAILURE TO RESPOND
WILL RESULT IN AN
A. OFFICIAL TAX ASSESSMENT
^ The above information and tax due is correct.
CHECK Remit payment to the Register of Wills w'
C a discount or avoid inter ith two copies of
0 N E ~ an officia est, or return this this notice to obtain
BLOC K 1 assessment will be notice to the Re
issued by the PA Department gister of Wills and
0 N L Y B' The above asset of Revenue.
filed b has been or will be reported and tax
Y the estate representative. paid with the
Pennsylvania inheritance tax return
C• ^ The above informs
Complete PART ion is incorrrec~t and/or debts and deductions
2 and/or PART ~, ~ below. were paid.
P~T relationshin9 a different tax rate, please `spate
p to decedent:
TAX RETURN - CALCULATION OF I OFFICIAL USE ONLY
LINE 1. Date Established TAX ON JOINT/TRUST PA DEPARTMENT ^ AAF
1 ACCOUNTS PAD OF REVENUE
2• Account Balance
3. Percent Taxable 2 $ i 1
4• Amount Subject to Tax y $ z
5. Debts I 3
and Deductions 5 _
6• Amount Taxable 4
7. Tax 6 $ i 5
Rate ~ X
B. Tax Due i 6
8 $ ~
PART
a DEBTS AND DEDUCTIONS CLAIMED
DATE PAID
PAYEE
DESCRIPTION
AMOUNT PgID
TOTAL (Enter on Line 5
Under penalties of of Tax Computation)
c lete to perJUry' I declare that 5
t e es~~,pf my knowled a the facts I reported
and belief. above are true,
HOME / '^orrect an,~d/
K YER S• GN TURE / ~/O ~ '<'~ n~ 7" ~ Q
WORK ~ ~
TELEPHONE NUMBER
DA- T~
~J ~
J. PENNSYLVANIA INHERITANCE TqX
BUREAU OF INDIVIDUAL TAXES ~~
PO BDX 28060 ,r INFORMATION
HARRISBURG Pp~_17128-'p601 ~ "'P~sywania NOTICE
: b~~3'R7MEN' DF REVENUE AND F I L E WO. 21 11 -
TAXPAYER RESPONSE 0$47
-yRE~/-]543 EX Arp (OS-] ACN 11159774
_ ~ DATE 09-05-2011
'~ -
,,~~ i
. - ~ ~ ~' `" TYPE
~`~ '~ EST, OF BERNICE OF ACCOUNT
~~ ER-~ '~,- z ••'~.` ^• r,-°=r' SSN M PREDMORE
'`° 193-36-2573 ~ SAVINGS
C'`~~ . ~ ~~, ~ ' ^~ DATE OF
C~ ~" = ~.r, DEATH 07-24-2011 ^ CHECKING
' P~ COUNTY CUMBERLAND ^ TRUST
JUDITH A SOMERICK ; -
3 323 REMIT PAYMENT AND FORMS T0: ^ CERTIF.
SYLVAN DR REGISTER OF
THORNDALE PA 19372-1217 WILLS
1 COURTHOUSE SQUARE
CARLISLE Pq 17013
PNC BANK NA
Records indicate that at
deceased and an the death of the PrOV~ded the department
notif Y amount other above-named decedent, with the information
Y the department of than zero is reflected below were a joint owner/bebef~~jawhich was used in
If you believe he information UUPinco~aect nshi On the Potential Tax Due line calculating the inheritance tax due.
it to the above P to the deceased b Y of this account.
address. Ptease call 717-787P832iewjthain Y checking Box C in PART note no If You are the spouse of the
COMPLETE PART questio~sn correction from the fin 1 below and tax may be due, but
1 BELOW * SEE ancial institution, attachlaino "spouse" in PART lust
Account No. REVERSE SIDE PY to this form and return
5005034296 FOR FILING AND P
Date 03_30- AYMENT INSTRUCTIONS
Estab 2007
Account Balance lashed To ensure pro er
copies of this credit to the account, two
Percent Taxable 12, 659.00 payment notice must accompany
Amount Subject to X payable }o tRe Register of Wills. Make check
TaX 16.667 Sister of Wills, Agent".
Tax Rate $ 2 109. $$ NOTE:
X ' If tax payments are
Potential Tax 15 months of the de made within three
Due deduct a 5 cedent's date of death,
PART $ 316.4$ Any inheritanceent discount on the tax due.
nine months tax due will become delinquent
TAXPAYER after the date of death.
FAILURE To RESPONSE
RESPOND WILL RESULT
IN AN OFFICIAL TAX
A• ~ The abov ASSESSHENT
e information and tax due is correct.
CHECK Remit payment to the Register of Wills
C a discount or avoid interest, with two
0 N E ~ an official or return COpies of this notice
BLOC K assessment will be this notice to the Re to obtain
issued by the PA Departure gister of Wills and
ONL Y B' The ab nt of Revenue.
ove asset has b
filed by the een or will
estate represent be reported and tax paid
ative. with the Pennsylvani
C• a inheritance tax return
The above informs
Complete pgRT ion is incorrect and/or debts
2 and/or PART 'a ~ and deductions were
PART If indicatin ~J below. paid.
relationshi 9 a different tax rate, please state
P to decedent:
TAX RETURN - CALCULATION OF I OFFICIAL USE ONLY
LINE 1. Date Established TAX ON JOINrirRUSr PA DEPARTMENT ^ AAF
1 ACCOUNTS iPAD DE REVENUE
2• Account Balance
3• Percent Taxable 2 $ I 1
3 X I 2
4• Amount Subject to Tax y
5. Debts and Deductions 3
6- Amount Taxable 5 4
7. Tax Rate 6 $ 5
8. Tax Due ~ X I 6
PART 8 $ 7
DEBTS AND DEDUCTIONS CLAIMED
DATE PAID
PAYEE
DESCRIPTION
AMOUNT PAID
Under TOTAL CEnter on Line
Penalties of perjur 5 of Tax Com
complete y, I declare that Putation)
to the best of my knowled the facts $
9e and belief. I reported above are
~ true, correct and
X YER SIGNATURE ~ ' HOME ~ ~, ~ ~. ~
WORK ~ ~ ~ ~ . j y~ .~.
TELEPHONE NUMBER > /
DATE
HARRY B. POST
JAMES W. APPEL
KENNETH H. HOWARD
WILLIAM J. CASSIDY, JR.
ELAINE G. UGOLNIK
ROBERT W, HALLINGER
PETER B. ASTORINO
BRADLEY A. ZUKE
ERIC SCHELIN ROTHERMEL
OF COUNSEL
JOHN L. SAMPSON
WILLIAM R. WHEATLY
IUTATTHEW G. GUNTHARP
Office of Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Room 102
Carlisle, PA 17013
;~ ~.
_
p~ ~~1''=~~~
I~,~l~~i
~1.I.P MERRILL L. HASSEL 1941-1972
T. ROBERTS APPEL II((1gg1-2006)
LAW OFFICES OFFICE AT NC~ AND pA
THIRTY-THREE NORTH DUKE STREET (717) 354-4117
LANCASTER, PENNSYLVANIA 77602 DFFlcearsrRASauItG, Pa
(717) 687.7871
(717) 394-0527
Fax (717) 299-9781 OFFICE AT QUgRRYVILLE, PA
(email)Ruth@appelyost. com (717) 788-3,72
OFFICE AT CHRISTIANA, PA
(610)593-6740
September 22, 2011
~~ BERNICE M. PREDMORE ESTATE
SSN: 193-36-2573
Dear Sirs:
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Enclosed herewith for filing are the Pennsylvania Inheritance Tax
Taxpayer Response for the above-referenced estate.
Information Notice and
Also enclosed is a copy of each Notice to be date-stamped and retu
envelope provided. rned to our office m the
If you have any questions, please contact this office directl .
Y
Very truly yours,
APPEL & YOST LLP
Ruth Chatb-urn
Estate Assistant
RC/rlc
Enclosures
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