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Home My WebLink About11-15-11BUREAU OF INDIYIDUk4- T~1(F~S_ PO BOX 280601 %%i~ ~ -~ HARRISBURG PA 17128.-.D6b1 k ~\ p~~"t~sxlvania 'DEPAR7r1pN REVENUE REY-'~54`S ~I AFP (R5-11) ' S ,J ~ .~: r -z; ,_,i i ~r. CF',~ i ~' ~-~~ ~~ Cl)rU,! ; ~ ~;,,~T '-N-`.' ' ~,t~ j~,Q ROBERT W SHRIN~R PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21 - ~ ~ -~~/ AND ACN 11173888 TAXPAYER RESPONSE DATE 11-10-2011 330 F ST CARLISLE PA 17013-1345 EST. OF PATRICIA J SHRINER SSN 185-26-1707 DATE OF DEATH 04-07-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. SOVEREIGN BANK 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 y0U 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, please 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. 1691022675 Date 02-09-1998 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 $ 18,442.b4 payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax paynents are made within three Amount Subject to Tax $` 9 ~ 221.32 months of the decedent's date of death, TaX Rate X , 15 deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due ~` 1 , 383.20 nine months after the date of death. P~T TAXPAYER RESPONSE 1 F1~ ~ E~P D LL t~t7 A S~MENT 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 return this notice to the Register of Wills and 0 N E 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 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 to t , p se state relationship to decedent: S~~ TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS 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 1 2 3 X 4 5 6 '~ 7 X 8 $ PART '~~~l~~FiCiAL USE ONLY ~ ~~ p ~ PA DEPARTMENT OF REVENUE AD 1 2 3 4 5 C 7 ~~~~ DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I reported above are true, correct and complete to the best of my knowledge and belief. HOME C ) WORK C ~ TAXPAYER SIGNATURE TELEPHONE NUMBER DATE TOTAL (Enter on Line 5 of Tax Computation) S BUREAU OF INDIVIDUAL TAXES~i[ ` r~'f" -~ r~ PO BOX 280601 ' pel'1115~/1V8~~~ HARRISBURG PA 17128-0601 r-_ dEpAHTNENT OF REVEN U6 REV-1543 E% AFP (OS -11) PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21 - l~-~c~-/ AND ACN 11173889 TAXPAYER RESPONSE DATE 11-10-2011 ., .J r J~ EST. OF PATRICIA J SHRINER (,~ ,-., ~. SSN 185-26-1707 ~~.,~-.'_. - Jt~T .DATE OF DEATH 04-07-2011 Cl~iJi I COUNTY CUMBERLAND ~O" ~~ REMIT PAYMENT AND FORMS T0: ROBERT W SHRINER REGISTER OF WILLS 330 F ST 1 COURTHOUSE SQUARE CARLISLE PA 17013-1345 CARLISLE PA 17013 TYPE OF ACCOUNT ® SAVINGS CHECKING TRUST CERTIF. SOVEREIGN BANK 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 Sp0u5e 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, please 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. 1694059391 Date 08-25-2006 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance 39,239.84 payment to the Register of Wills. Make check payable to "Register of Wills, Agent'•. Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 19, 619.92 months of the decedent's date of death, Tax Rate X lrj deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due $ 2, 942.99 nine months after the date of death. PART TAXPAYER RESPONSE a AI TO S IN FF ASSESSMENT .r 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 return this notice to the Register of Wills and 0 N E 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 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 r t please state relationship to decedent: S~~~tL~E TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balance 2 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due a X 4 $ 5 6 7 X 8 PART 4FF~ICIAL ~~~ ONL ~ ~ A ~~ ,A DEPARTMENT OF REVENUE ~ D 1 ~ 2 3~ 4 ~~ 5 6 7 ~` '~O~\ ~ DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I reported above are true, correct and complete to the best of my knowledge and belief. HOME C ) WORK C ) TAXPAYER SIGNATURE TELEPHONE NUMBER DATE TOTAL (Enter on Line 5 of Tax Computation) 8 ,~ n w ~ ~,o$. ~,' '~ ~ c~ ~ ~ ~~ Y ^: ~ o ~ w ~ .~ +~ w to r+. !'7 {~} ~t ~~ 1~ fy W ~~ rr. 1. ~~ \~ ~ti n ~ O ~. N ~ ~ ''t a ~ °~ ~~~ o .~ ~~~ w~ -~ ~, ~:. :~i :~; ~: ~; ~;x '"{',`! wit