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Home My WebLink About12-13-11PENNSYLVANIA INHERITANCE TAX ~f~J _ L~ BUREAU OF INDIVIDUAL TAXES ~ INFORMATION NOTICE FILE No.'~-11 ~~71 PD eax zao6ol penns~j~li r'~~'~~ ~ AND ACN 11167136 HARRIS6URG PA 17128-0601 DEPARTMENT ~vr~NUE-, „_ ~-XPAYE R R E S P O N S E 7~ y{ DATE 10-11-2011 REY-1563 EX if15-M1~Y-~ - `I '~.t!J ~~~ a~ ORPHAN`S COURT Cl)MR~Ri ~~I~'3 ~'~ pA ELIZABETH A RIDER 2143 ANDREW AVE ELIZABETHTOWN PA 17022-8800 TYPE OF ACCOUNT EST. OF FRANCES R BUCHANAN ^ SAVINGS SSN 208-24-3903 ® CHECKING DATE OF DEATH 09-22-2011 ^ TRUST COUNTY LANCASTER ^ CERTIF. REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS T FULTON BANK NA 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 11ne, note no tax may be due, but you rust notify the department of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" in PART 2. If yyou 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. 3623-29950 Date 12-08-2006 To ensure proper credit to the account, two Established copies of this notice ^ust accomparq~ ACCOUnt Balance 181 306 60 payment to the Register of Wills. Make check " , . payable to Register of Wills, Agent". Percent Taxable X 50.000 Amount Subject to Tax $ 90 653 30 NOTE: If tax payments era made within three ' . , months of the decedent s date of death, Tax Rate ~( , lrj deduct a 5 percent discount on the-tax due. Potential Tax Due g 13,598 00 Aron inheritanu fax due will beeop delinquent . nine months after the date of death. P T TAXPAYER RESPONSE - ~ 1 A. ^ The above information and tax due is correct. Remit payment to the Repistar of Wills with two copies of this notice to obtain CHECK a discount or avoid interest, or return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. 0 N E BLOCK B. ~ The above asset has bean or will be reported and tax paid with the Pennsylvania inheritance tax return ONL Y filed by the estate representative. C. ^ The above infona 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 relationship to decedent: TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balance 2 ~ 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 5. Debts and Deductions 5 - 6. Amount Taxable 6 ~ 7. Tax Rate 7 X 8. Tax Due 8 +~ PART a DEBTS AND DEDUCTIONS CLAIMED Under penalt3oa:of persury, I declare that the facts I reported above are true, correct and complete t bo ' tff knowledge and belief . HOME C ) • woRK c717 ) 367-1370 12/9/11 TAXPAYER S GNATURE ~ y ELEPHONE NUMBER DATE DATE PAID PAYEE DESCRIPTION AMOUNT PAID 6~ Al70RI~E1SATIAW John M. Smith Thomas G. Klingensmith Kevin D. Dolan Jeffrey S. Sloank Julie M. Cooper Angela. F. Rieck Henry. F, Gingrich (1952-2001) 222 South Market Street Suite 201 P. O. Box 287 Elizabethtown, PA 17022 Phone (717)367-1370 Fax (717)367-3219 45 East Orenge Street ..Lancaster; PA 17802 Phone (717)393-3884 Fax (717)393-0653 December 9, 2011 later of Wills Zberland County Courthouse Courthouse Square lisle. PA 17013 Estate of Frances R. Buchanan No. 2011-01274 Sir orMadam: "` r i~-t ~? r;- f r r-^ ,,,~ ~ L4 3 ~~~''}}~ Q-ri ~ --, rv, # ~ ~~ ~ ~ '~„ - r m ~ ~` ~ ~ ~ "' G.t Enclosed please find the original and one copy of the Certification of Notice the above matter. Kindly file the original, time-stamp the copy and. return it to me the envelope provided. You wih`also find enclosed the original and one copy of the Information ice and Taxpayer Response form. Please file the original, time-stamp the copy return to me in the enclosed envelope. Finally, could you please include two Short Certificates in the .retain ;lone. A check in the amount of $x.00 i~ enclosed to cover the cost of same. Thank you and should you have any questions, please don't hesitate to contact L can be reached in he Elizabethtown of;~ice. Very truly yours, Web. Site. WWW.GSKDLAW.COM E-mall gskd~gakdlaw.com GINGRICH, SMITH, KLINGENSMITH & DOLAN Juli .Cooper JMC ajt Enclosures-