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Home My WebLink About10-26-11BUREAU OF INDIVIDUAL TAXES ~~( ~.: PO BDX 280601 pennsy_~yanla HARRISBURG PA 17128-0601 DEPARTMENTbk~HfivENUE REV-1543 EX AFP <05-I1) PENNSYLVANIA INHERITANCE TAX 1 ,:,_ FORMATION NOTICE FILE N0. 21~-II- l~`~t1 „ t ~, AND ACN 11166425 "---'TAXPAYER RESPONSE DATE 10-07-2011 i •,.~t~w L ~ i . , ..J4 ~ t-f EST. OF ROBERT E ILGENFRITZ CL~~~.~~~ SSN 172-36-2411 0~~~~~~'~, v~~{~j DATE OF DEATH 09-22-2011 C~~tVi~~I-; ~F~,~'; ~^.`1 ~,b, COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: SCOTT R ILGENFRITZ REGISTER OF WILLS 825 FORGE RD 1 COURTHOUSE SQUARE CARLISLE PA 17015-4323 CARLISLE PA 17013 TYPE OF ACCOUNT ^ savlNGs CHECKING ^ TRUST ^ CERTIF. MEMBERS 1ST F CU provided the department with the information below, which was used in 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 you are the Spouse 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, Dlease obtain written correction from the financial institution, attach a copy to this form and return it 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. 101195-11 Date 05-04-1988 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 ~` 544.17 payable to "Register of wills. Agent". Percent Taxable X 16.667 NOTE: If tax payments are made within three Amount Subject to TaX $ 90 • 7U months of the decedent's date of death, X . 0 4 5 deduct a 5 percent discount on the tax due. Tax Rate Any inheritance tax due will become delinquent Potential Tax Due $ 4 • 08 nine months after the date of death. PART TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT The above information and tax due is correct. A . ^ Remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or return this notice to the Register of Wills and CHECK an official assessment will be issued by the PA Department of Revenue. C ONE BLOC K B. ^ The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return O N L Y filed by the estate representative. C. ~ The above informs ion is incorrect and/or debts and deductions were paid. Complete PART ~ and/or PART ~ below. PART If indicating a different tax rate, Please state relationship to decedent: TAX RETURN - CALCULATION LINE I. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due PART _.~~ ...... DAVCC OF TAX ON JOINT/TRUST ACCOUNTS 1 ~ -K-~ qQ'Q 2 s 5 tit .1'1 3 X . [_, ~_ce'1 a $ O.'~ n 6 '~ ~ X (`~ 8 $ 0 PAD OFFICIAL USE ONLY LJ AAF PA DEPARTMENT OF REVENUE 1 2 3 4 5 6 7 8 DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID I U I N L •~ - - Under penalties of perjury, I declare that the facts I reported above are true, correct and compl e t the best of my k ledge and belief. HOME C ~ ~ Z ) 2-rJ ~ ' ~ Z•3 WORK ( ~ ((~-Z-4"11 X AYER IGN URE TELEPHONE NUMBER DATE ~. BUREAU OF INDIVIDUAL TAXES~~~a PU BDX 280601 pennS HARRISBURG PA 17128-0601 DEPARTMENT OF 1/ENUE ~~,_ `.. REV-1543 EX AFP (OS -11> PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21 "~~-' ~~~~ ,;j- ;,j~ AND ACN 11166426 iT1~}XPAYER RESPONSE DATE 10-07-2011 - 1 .~( u r ~```' ~ "``'~ ~ EST. OF ROBERT E ILGENFRITZ SSN 172-36-2411 ~~~~~ '~'~ DATE OF DEATH 0 9 - 22 - 2 011 (~j~~'"{'•`n~ ~ f ~' T COUNTY CUMBERLAND u , ri... ~t ~,U:r~~? 1 cJ ~~~~,'~I_%~~~1~' r~`.-~ . ~~ REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS HEATHER R ILGENFRITZ 1 COURTHOUSE SQUARE 825 FORGE RD CARLISLE PA 17013 CARLISLE PA 17015-4323 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. MEMBERS 1ST F CU provided the department with the information below, which was used in calculating the inheritance tax due. note no tax may be due, but you must Records indicate that at the death of the above-named decedent•asedwbre Checkin9wBox Cninl PART 1 below candnwriting o'spouse'h in PART 2 f t e deceased and any amount other than zero is reflected below on the Potential lax Due line, notify the department of your relationship to the dece Y If you believe the information is incorrect. please obtain written correction from the financial institution. attach a copy to this form and re urn it to the above address. Please call 717-787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Date 05-04-1988 To ensure proper credit to the account, two Account No. 101195-11 copies of this notice must accompany Established payment to the Register of Wills. Make check $ 5 4 4 . 1 7 payable to "Register of Wills. Agent". Account Balance 16.667 percent Taxable X NOTE: If tau Payments are made within three 9 0 , 7 0 months of the decedent's date of death, Amount Subject to TaX , 045 deduct a 5 Dercent discount on the tax due. Tax Rate X Any inheritance tax due will become delinquent !~, 0 $ nine months after the date of death. Potential Tax Due ~` TAXPAYER RESPONSE PART FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT The above information and tax due is correct. f Wills with two copies of this notice to obtain A , ^ Remit payment to the Register o this notice to the Register of Wills and a discount or avoid interest, or return sued by the i PA Department of Revenue. C H E C K s an official assessment will be n t ONE orted and e tax paid with ur the Pennsylvania inheritance tax re C BLOC K p B. ~ The above asset has been or will be r tive t . a filed by the estate represen D N L Y r debts t incorre i and deductions were paid. 3 s C, The above informs ion below PART ~2 and/or PART Complete USE ONLY ~ AAF PART If indicating a different tax rate, please state relationship to decedent: TAX RETURN - CALCULATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due PART 0 DATE DESCRIPTION AMOUNT PAID s TOTAL CEnter on Line 5 of Tax Computation) Under penalties of perjury, I declare that the facts I repor HOME ovC 1~1 ~ eZ~~r 4Z.; 3 complete to the best of my knowledge and belief. WO R K ~ ~ V 2 ~ Q. TELEPHONE NUMBER DATE _ _ ___ _..~.. err-IATIIRF OF TAX ON JOINT/TRUST ACCOUNTS 1 ~ - y- ~~t4$ I` 2 $ CM4. ~ v tt~ .ll.'1 4 $ 9e '10 5 t o4 ~ `L 6 `~ n ~ X 8 ~` PAD OFFICIAL PA DEPARTMENT OF REVENUE 1 2 3 4 5 6 7 8 DEBTS AND DEDUCTIONS CLAIMED