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Home My WebLink About10-06-11BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 ;"ji~ REV-1543 EX AFP (08 OB) PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE ANLI FILE N0. 21 _~1. I~J~~ - TAXP~IIR RESPONSE ACN 111341248 - `,~ (DATE 05-20-2011 ~' ~ 4 - ~ ~~~ ~ ~' ?~^ ~~'T. OF JOHN W HOERNER SSN 201-16-5197 C~-~~?~ C~ DATE OF DEATH 05-10-2011 ~',~~~,L~E!'~ ,r"`(~i~~T COUNTY CUMBERLAND ~~~~~~~{~ ~~,R,~;, ~'~,~1 ~~2EMIT PAYMENT AND FORMS T0: ERIC W HOERNER REGISTER OF WILLS 102 MOOREDALE ROAD 1 COURTHOUSE SQUARE CARLISLE PA 17015 CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. MEMBERS 1ST FCU 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 point 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. 193217-02 Date 02-20-2010 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance 350.29 payment to the Register of Wills. Make check payable to "Register of Wills. Agent". Percent Taxable X 16.667 Amount Subject t0 TaX $ NOTE: If tax payments are made within three 5 $ • 3 $ months of the decedent's date of death, Tax Rate X .045 deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due $ 2.63 nine months after the date of death. PART TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT A. O 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 0 N E Wills and 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 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 OFF'7CIAL USE ONLY ~ AAF relationship to decedent: PA DEPARTMENT OF REVENUE TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1. Date Establisheo 1 1 2. Account Balance 2 $ Z 3. Percent Taxable 3 X 3 4. Amount Subject to Tax 4 $ 4 5. Debts and Deductions 5 5 6. Amount Taxable 6 $ (, 7. Tax Rate 7 X 7 8. Tax Due 8 $ g PART DEBTS AND DEDUCTIONS CLAIMED ^3 DATE PAID PAYEE DESCRIPTION AMOUNT PAID IUTAL (inter on L1ne 5 of Tax Computation) $ Under penalties of perjury, I declare that the facts I have reported,.a~b/ove are true, correct and com//pl--ete ,,tllo the best of my knowledge and belief. HOME i /~ ) ~ ~ ZU TAXPAYER SIGNATURE TELEPHONE NUMBER DAT PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES A N D Po Box zaocol I~. '•JiTAXPAYER RESPONSE HARRISBURG PA 17128-0601 j. REV-1543 E%AFP-(08-08) ~ FILE N0. 21 ` ~~-~ (,~~~ ACN 11134250 DATE 05-20-2011 C~~~i~ ORPN~`~'S u~;~l1RT ERIC W HOERNER 102 MOOREDALE ROAD CARLISLE PA 17015 EST. OF JOHN W HOERNER SSN 201-16-5197 DATE OF DEATH 05-10-2011 COUNTY CUMBERLAND REMI'i PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. MEMBERS 1ST FCU 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 ioint 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. 193217-1 1 Date 01-23-2010 To ensure prover credit to the account, two Established copies of this notice must accompany Account Balance $ 779.33 payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 16.667 NOTE: If tax payments are made within three Amount Subject to Tax $ 129.89 months of the decedent's date of death, TaX Rate X .045 deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due $ 5.85 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 tY(is 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 0 N E Wills and 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 to be filed by the estate representative. C. The above informs zon 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 OFFICIAL USE ONLY ~ AAF relationship to decedent: PA DEPARTMENT OF REVENUE TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1. Late Estaolished 1 1 2. Account Balance 2 $ Z 3. Percent Taxable 3 X 3 4. Amount Subject to Tax 4 $ 4 5. Debts and Deductions 5 r~ 6. Amount Taxable 6 $ 6 7. Tax Rate 7 X 7 8. Tax Due 8 $ g PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID ~l TOTAL CEnter on Line 5 of Tax Computation) 8 Under penalties of perjury, I declare that the facts I have reported above are true,ncorrect and comGp,,lete to the~,,beAst of my knowledge and belief. HOME C`~l ) ) v~~~- l'D 21' __ VU-~ ~' T'f!'~'Ztnk,~ WORK ( 7~ i~ ~ ,~1~ v? `~ ~`~ i t- f 41zo~~ TAXPAYER SIGNATURE TELEPHONE NUMBER DATE - PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE _ i `- ;^~ BUREAU OF INDIVIDUAL TAXES ~ r AND FILE N0. 21 I ~lJ PD eox zsocol 4'-1`~XPAYER RESPONSE ACN 11134246 HARRISBURG PA 17128-0601 ..,. ~ :~ DATE 05-20-2011 r - _ ; REV-1543 E%'APP FAB=RBI ` r ~ r... A 4. y ~ ~ r ! .. '. ~.. EST.. OF JOHN W HOERNER SSN 201-16-5197 C~~~~~ ~' DATE OF DEATH 05-10-2011 OF;~'{'~,'~`~`c ~,U<<~T p COUNTY CUMBERLAND ClJly~-~`-~~ ''F`', ~^•`^ QA REMIT PAYMENT AND FORMS TD: ERIC W HOERNER REGISTER OF WILLS 102 MOOREDALE ROAD 1 COURTHOUSE SQUARE CARLISLE PA 17015 CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. MEMBERS 1ST FCU 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 ioint 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 (7171 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 193216-11 Date 04-24-2000 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance 546.58 payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 16.667 NOTE: If tax payments are made within three Amount Subject to Tax $ 91.10 months of the decedent's date of death, Tax Rate X .045 deduct a 5 percent discount on the tax due. Any Inhleritance Tax due will become delinquent Potential Tax Due $ 4.10 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 check box "A" and return this notice to the Register of O N E Wills and an official assessment will be issued by the PA Department of Revenue. 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 ~ below. PART If indicating a different tax rate, please state relationship to decedent: TAX RETURN - COMPUTATION LINE :. Date Establisi~ed 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due OF TAX ON JOINT/TRUST ACCOUNTS PAD 1 1 2 $ Z s X ~ 3 4 $ 4 5 - 5 6 $ 6 7 X 7 8 $ 8 PART DEBTS AND DEDUCTIONS CLAIMED 3^ OFFICIAL USE ONLY ~ AAF PA DEPARTMENT DF REVENUE DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) S Under penalties of perjury, I declare that the facts I have reported above are true, pcorrect and complete to the best of my knowledge and belief. HOME C`7~ 7 ):~ p TAXPAYER SIGNATURE TELEPHONE NUMBER DATE Ewing Brothers Funeral Home, Inc. 630 South Hanover Street Cariisie, PA 17013- (717~43-2421 October S, 2011 Bernice L. Hoerner 80 Old Gap Rd. Carlisle, PA 17013 The Funeral Service for John W. Hoemer -Ta [~ '~ .t ~ :. ~:: ~ ~'~7 '. s~ ~~-, "~' ~ y j;, ,. -_ _, • .., , ~, - ~ t` ,- -c~ - .~' c We sincerely appreciate the confidence you have placed in us and will continue to as i t i feel free to contact us if you have •any questions in regard to this statement. s s you n every way the can. Please THE FOLLOWING IS AN ITEMIZED STATEIQENT OF THE SE.RYTCES, FACILITIES, A[3TOMOTiVE EQUIPMENT AND MERCFIANDLSE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRAT"C , EMENTS. 1. PROFESSIOKAL SERVICES Scryices of Funeral Dirccton'Staff , _ 51840.00 Embalming, ~ 58^.5.00 Dressing, Crsketing, Cosmo etc. _ 5290.00 2. FACILITIES AND SERVICES Onc Day viewing/senlce, _ , . ... 5690.00 3. AL'1'OVI07'IVE EQUIPMENT Vehicle to transfer remains to Funeral Home, _ _ _ 5275.00 Hearse {Casket Coach} . . . . . . ,. . 5210.00 Saf ty Lead car/Clcrgp ., 5125.00 Utility vehicle to retrieve/file PA Death Cert~ $125.00 FUNERAL HOME SERVICE CHARGES _ $;470.00 SELECTED MERCHANDISE: 20G T'G Coppahammertnne CasL•et _ S925.00 Acl:now]edgemeMcards, . . . . . . . SI0.00 Register Book(s) _ _ _ ~ ~ ~ S40.00 ;viemoria[ folders , _ _ S75.00 THE COST OF OUR SERVICES, EQUIPMENT, A.VD MERCHA_VDLSE . " THAT YOL HAS E SELECTED 55520.00 Cash Advances Cler~~,'~Iass Offering, S 100.00 Certified Copies of the Death Certificate , _ ~ 530.00 Flowers. 5132.50 The Sentinel Obit 1st Run w,Photo, ~ $185 43 The Sentinel Obit tad Run w/Photo ~_ ~ 5106,22 TOTAL CASH ADVANCES AND SPECIAL CHARGES - .. ~, 5554.15 Total Total Cost , _ _ _ _ _ _ $6074.15 ~.d £S9L-EtiZ-L lL OH 1b2i3N(ld S213H10218 JNIM3 e8£~ L L l L SO 100 • SUB-TOTAL INITIAL PAYIviEVT /DISCOUNT /CREDITS TOTAL AD40UNT DUE The unpaid balance over 30 days is subjected to a 1.i0 9'. servi;,s charge per month - 18.OD00 °.6 per annum. 56074.15 6074.15 50.00 Z•d E95L-EbZ-L LL OH ld2l~Nfl~ S2I~H102~8 JNIM3 EBE~ l L L 1 SO I~0