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Home My WebLink About12-16-11i.r PENNSYLVANIA INHERITANCE TAX i~j ~\ _ INFORMATION NOTICE FILE N0. 21 - ~~ -- l~~`~ BUREAU OF INDIVIDUAL ~QE~ ~:= ~_ a Po Box 2BB6B1 ~enn5~iJc~~nia AND ACN 11181078 HARRISBURG PA 17128-06.01 OfPARTMfMT'.DFritVENUE TAX P AY E R R E S P O N S E .,_; DATE 12-13-2011 REV-1543 EX RFP (05-I1) qq - ~ ~ -'~ I t7 ~, ~y. ' l TYPE OF ACCOUNT r E5T. OF GEORGE T GARDNER SAVINGS ^ SSN 172-32-1288 ® CHECKING ~(°~~?~~` ~~-`' DATE OF DEATH 05-26-2011 ^ TRUST r {~ ~(~~~~'~~ ' ~~~;~~~r~i , r, -~ COUNTY CUMBERLAND CERTIF. ^ ~ ! ~~ _ ~ ' '~ ~ ~'' ~~"; REMIT PAYMENT AND FORMS T0: VIRGINIA M GARDNER REGISTER OF WILLS 1303 BRANDY AVE 1 COURTHOUSE SQUARE NEW CUMBERLND PA 17070-1534 CARLISLE PA 17013 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 ownerlbeneficiary 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, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. Please call 717-787-6327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0351067078 Date D3-18-1997 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 $` 13 ~ 280.03 payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax ~` 6,640.02 months of the decedent's date of death, Tax Rate X , lj deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due ~ 996.00 nine months after the date of death. PART TAXPAYER RESPONSE A ,UR TO PUiiD ILL R DLT #i FI~I AX"A 8 ENY A. ~ The above information and tax due is correct. 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 C H E C K an official assessment will be issued by the PA Department of Revenue. C ONE 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. Conplete PART 2~ and/or PART ~ below. PART If indicating a different t ate, ase state relationship to decedent: ~~~ ~~ r TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS ~'AD 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 $ s X 4 5 6 'S 7 X 8 $ ,~OFFI~31~ ~U~E~ QwL~ ~~A°F e PA AEPARi't1ENT'.OF REVENUE 1 2 4 _ 5 6 7 PART DEBTS AND DEDUCTIONS CLAIMED 0 DATE PAID PAYEE DESCRIPTION AMOUNT PAID T ~~ TOTAL (Enter on Line 5 of Tax Computation) S Under penalties of perjury, I declare that the facts I reported above ar^e~true, correct and complete to the bes of my knowledge and belief. HOME C~~ L )~ ~ CJ~~~ 41"l GR )``t..J.,O-- ~R `1 WORK C ~ 1 `'l ) `-1.3~1-cf, ~n ~ 10~ l t l r7 C` ~~~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE 1 BUREAU OF INDIVIDU~•.TAx~S :'• ` FILE ND. 21 .._ 1 I ~ ~ Y~ PD eox zao6ol 11n8 ~anla AND HARRISBURG PA 17128-QbD'i ~ RTMENTIOFREVENUE TAXPAYER RESPONSE ACN 11181079 DATE 12-13-2011 REV-1543 E%~RFP (05 -11) - " r' TYPE OF ACCOUNT ., ~ , v f...~ u EST. OF GEORGE T GARDNER ^ sAVINGs rL~~,F\ ~,~- SSN 172-32-1288 ® CHECKING ~~~~f,~,`~, y.;~ ~~,.T. DATE OF DEATH 05-26-2011 ^ TRUST ~t~q/~,~ •- ,-„ ~„~ r- COIINTY CUMBERLAND ^ CERTIF. REMIT PAYMENT AND FORMS T0: VIRGINIA M GARDNER REGISTER OF WILLS 1303 BRANDY AVE 1 COURTHOUSE SQUARE NEW CUMBERLND PA 17070-1534 CARLISLE PA 17013 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 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 I 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. 0771046456 Account Balance Percent Taxable Date 04-27-2004 Established $ 922.09 X 50.000 Ta ensure proper credit to the account, two copies of this notice must accompany payment to the Register of Wills. Make check payable to "Register of Wills> Agent". 4 6 1 . 0 5 NOTE: If tax payments are made within three Amount Subject to Tax ~` months of the decedent's date of death, Tax Rate ~( , lrj deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential TaX Due $` 69.16 nine months after the date of death. PART TAXPAYER RESPONSE FA~L T ES W E UL I T , 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 0 N L Y B. ^ The above filed by asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return the estate representative. C. The above omplete informs fan is incorrect and/or debts and deductions were paid. PART ~ and/or PART ~ below. PART If indicating a different a rate, p ease state relationship to decedent: (1~~` ~ 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 OF TAX ON JOINT/TRUST ACCOUNTS ..PAD 1 2 $ 3 X 4 5 6 7 X 8 OF~ICAL~Ua' ~Y PA DEPARTMENT tlF REVENUE 1 2 3 4 5 6 7 PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I reported above are truen,rc~orrect and [. complete to the best of my knowledge and belief. HOME C ~~ ~ t l~-'~~~~ \ c ~ ~~1 ~1~~~ WORK (~~`~) -( c~~(- ~i ~G~t, X02 1~ c~C~'l~ AXPAY R SIGNATURE TELEPHONE NUMBER DATE iu~,a t_ fencer on une 5 or fax Computation) $ ~ PENNSYLVANIA INHERITANCE TAX r~ auREAU of INDIVIDUAL razes ,r~trrL, INFORMATION NOTICE FILE N0. 21-' (i I`J~~ PD BOX 260601 e~f1 lVan~a r ~~~- AND HARRISBURG PA 17128-06D1 ~ - 1 ~~ ACN 111$10$0 oean~iM~NroeaeveNUe ~,~, TAXPAYER RESPONSE DATE 12-13-2011 REV-1543 E% AFP (OS -11) ' ' s.. ~ ' '' ~' ~~ ~ ~ ~ TYPE OF ACCOUNT l z. . ~` ~ EST. OF GEORGE T GARDNER X^ sAVINGs CLERK r7 SSN 172-32-1288 ~ CHECKING n ,~ Cr~PN ' T ~ P DATE OF DEATH 05-26-2011 ~ TRUST rJ_~~ r, d ~ `` ~~ ~ COUNTY CUMBERLAND ~ CERTIF. t t ~+ ~'A'~ ~~~'~~ ~~ REMIT PAYMENT AND FORMS T0: VIRGINIA M GARDNER REGISTER OF WILLS 1303 BRANDY AVE 1 COURTHOUSE SQUARE NEW CUMBERLND PA 17070-1534 CARLISLE PA 17013 SOVE REIG N 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 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. 2334015886 Account Balance Percent Taxable Date 04-27-1971 Established $ 32,296.82 X 50.000 To ensure proper credit to the account, two copies of this notice must accompany payment to the Register of Wills. Make check payable to "Register of Wills, Agent". NOTE: If tax payments are node within three Amount Subject to Tax $ 16, 148.41 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 $ 2, 422.26 nine months after the date of death. PART TAXPAYER RESPONSE FA !F E T P D ~SUL I A T S SSl~NT A. ^ The above information and tax due is correct. Remit payment to the Register 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 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 ~I 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 ra ple e_~tate relationship to decedent:'-~~~~-~~JC~ 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 OF TAX ON JOINT/TRUST ACCOUNTS PAD 1 a X o 4 $ ~, 5 6 - $ \~ , 7 X 8 $ OF Ili. USONL'~ PA DEPAItTllEt~iT OF REVENUE i 2 3 _. ._ _ __. 4 5 6 7 PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT aern IUIHL ~tnLer on Line 5 of Tax Computation) $ Under penalties of perjury, I declare that the facts I reported above are true, correct and complete to the best of m knowled a and belief. ~i c-2 HOME C 1` )~~~-1r USJ-~ J~..O--~ ~~ 11~ WORK C ~I ~`[ )`l~~l -~~o ~ ~ `~. l PAYE SIGNATURE TELEPHONE NUMBER DATE ,..,. ..:; z; •, :.:,. •'.,~ i '~`.,; fel jai c! t~? i!i :. ;,.. .~'.. `ti. 1 1. `~.. `. 1 ~. r.,, 1. ~ ~ ~J r ~~. ~ ~ s ~~ ~'' l," ~. ~: ~ ~ ' ~ J ~, i r 1 ~ ~/1 ~f J ~J,~ ~ _ i ( ~ ' ~ - r~ ~/"~ r ~'' ~ ~~ _~ "~ %i r:° n,' . t• [:9 '` ? ~r.f .., '~ ~' j:l