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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: c~ =o ''v -r- r~ `~_:~ r-- r; n ~, :I~ ->~_` ~_-~-- _~ z~ - -, ,s __ -,-, i _- ,1 , :.,~, ~ ; r., 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 =.~ ~.~ 'T7 a~ [, T' 'la '. i," ~ ~ a ~ ;T ~ r n ~~ ~ J~;`~ ~~ ~ 2 y y zyo ~Z~ ~ ! 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