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HomeMy WebLinkAbout12-29-11PENNSYLVANIA INHERITANCE TAX ~ F INFORMATION NOTICE FILE N0. 21 -1`-~~ )~ BUREAU OF INDIVIDUAL TAXES ~-~•,-„ . Po sox zao6ol "~lethnSylVar~~ ~,)~~ AND ACN 11176321 HARRISBURG PA 17128-0601 ~"~pARTMERTTIFREVENtIEI TAXPAYER RESPONSE ..~ '~' DATE 11-21-2011 ~~-REV-1543EX RFP '(05-11]`'''-~,_j .it.CF~t~. t_;i_ d~Fuu~~ l r ~ ~.t r Gtr' 1 1 V ~tJl !' NANCY RUNKLE 11654 SE 58TH ST BELLEVUE WA 98006-3723 EST. OF EMMALOU RUNKLE SSN 203-10-5272 DATE OF DEATH 09-29-20111. COUNTY CUMBERLAND i REMIT PAYMENT AND FDRMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 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. 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. ancial i If li th i f ti l bt i itt c r ection f om the fi tit ti h thi f rm b t tt t d t you n orma on is incorrec ease o n wr e eve e a . D en r r n o ns on, a a copy an re urn u ac o s o it to the above address. Please call 717-787-8327 with question s. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 11743-11 Date 08-31-1984 To ensure proper credit ~o the account, two Established copies of this notice nut accompany payment to the Register of Wills. Make check Account Balance $ 11 , 404.81 payable to "Register of ills, Agent". Percent Taxable X 16.667 NOTE: If tax payments art e made within three Amount Subject to Tax $ 1,900.84 months of the decedent's, date of death, Tax Rate X .045 deduct a 5 percent disco nt on the tax due. Potential Tax Due $ 85 54 Any inheritance tax due ill become delinquent . nine months after the da a of death. PART CHECK ONE BLOCK ONLY TAXPAYER RESPONSE -.. RE' '1'0"~ESPOND- W 5't1LT~ 2H t1F, AX 56 A. ~ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obt a discount or avoid interest, or return this notice to the Register of Wills an official assessment will be issued by the PA Department of Revenue. B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania 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 a below. ritance tax return PART If indicating a different tax rate, please state IC USE ONL Y 2 ^ relationship to decedent: PA 13EP~tRTHEINT QF~ ~iEVENUE TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS pAD LINE I. Date Established 1 1 2. Account Balance 2 $ ~ 2 3. Percent Taxable 3 X ' ~\ 4. Amount Subject to Tax 4 $ !~ ~ ~~ 5. Debts and Deductions 5 S }, ~ ~ ~ 6. Amount Taxable 6 6 7. Tax Rate 7 X 7 8. Tax Due 8 +~ s 8 PART DEBTS AND DEDUCTIONS CLAIMED ~ ^3 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 - - - L-- - ~ PENNSYLVANIA INHERITANCE TAX ~.,,. INFORMATION NOTICE FILE NO. 21 ` ~` _. ~~~~ BUREAU OF INDIVIDUA4rS~AXE$~- ~:_ PO BOX 280601 pennsy` onto AND ACN 11176319 HARRISBURG PA 17128 681 DE PAATMENT'OF,REVENUE TAX P AY E R R E S P O N S E DATE 11-21-2011 REV-1543 E% AFP (05-11) ,. ,.~ ('1! r'~, , r~~'- NANCY RUNKLE 11654 SE 58TH ST BELLEVUE WA 98006-3723 EST. OF EMMALOU RUNKLE SSN 203-10-5272 DATE OF DEATH 09-29-201 T, COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE ~' CARLISLE PA 17013 ~ 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. Records indicate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account. If y0U 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 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. 11743-04 Date 02-01-2001 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance 4 r 000.77 payment to the Register ~f Wills. Make check payable to "Register of ills, Agent". Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due X 16.667 $ 666.81 X .045 30.01 NOTE: If tax payments months of the decedent' deduct a 5 percent disc Any inheritance tax due nine months after the d e ^ade within three date of death, nt on the tax due. ill become delinquent e of death. PART TAXPAYER RESPONSE 0 Itua€':TO a' D wt >R~su1.T I oFFx~xA ssess .. 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 an official assessment will be issued by the PA Department of Revenue. ONE 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 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~I- Y ~~ F relationship to decedent: p EPARTt E A D 76iiT OF 1? VENUE , TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE I. Date Established 1 1 2. Account Balance 2 $ ~ 2 3. Percent Taxable 3 X ~ 3 4. Amount Subject to Tax 4 $ p 4 5. Debts and Deductions 5 5 6. Amount Taxable 6 7. Tax Rate 7 X 7 8. Tax Due 8 $ g vnut:r pcnai~iea v( per-fury, A utlcia re AnaA Lne TaCLS 1 repOrteO aDOYe are Lrue, correct anO complete to the best of my knowledge and belief. HOME C ) woRK c ) TAXPAYER SIGNATURE TELEPHONE NUMBER DATE - - _--- PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID _ _~ _ _ ~ PENNSYLVANIA INHERITANCE TAX ~~!~ ~ INFORMATION NOTICE ~ ~~~ ~~~ BUREAU r~ ~I;ND~ifIDUA:L TAXES,. l." FILE N0. 21 PD Box ~so6ol :~ Pennsylvania AND ACN 11176317 HARRISBUR~'..PA X7128-0601 ~ DEPARTMENTDFREVENUE TAXPAYER RESPONSE DATE 11-21-2U11 REV-1543 E% AFP (05-11) h , i, ~ ~ s , ~ __ l TYPE OF ACCOUNT EST. OF EMMALOU RUNKLE ® SAVINGS *'G~ +'r SSN 203-10-5272 ^ CHECKING CL~~ ,,, -, r ,4'~ ~r%". DATE OF DEATH 09-29-2011', ^ TRUST ~~`~~t11 t +. _ ~ ~{~ ~ , COUNTY CUMBERLAND ^ CERTIF. lj#,9 (~ ~~ t~~ i REMIT PAYMENT AND FORMS T0: NANCY RUNKLE REGISTER OF WILLS 11654 SE 58TH ST 1 COURTHOUSE SQUARE BELLEVUE WA 98006-3723 CARLISLE PA 17013 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 y0U 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 717-767-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 11743-00 Date 09-16-1970 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance 26 ~ 487.49 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 $ 4,414.67 months of the decedent's date of death, Tax Rate X . 045 deduct a,~„ percent disco(~nt on the tax due. Any inheritance tax due will become delinquent Potential Tax Due $ 198.66 nine months after the dale of death. P~T TAXPAYER RESPONSE ~ cu r- PaND ~ ~. ~t~ u ~ ~ ~~F T ass 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 end an official assessment will be issued by the PA Department of Revenue. ONE B L 0 C K 0 N L Y B. ^ The above filed by I asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return the estate representative. , C. ^ The above Complete informs ion is incorrect and/or debts and deductions were paid. PART ~2 and/or PART ~ below. ' PART 2^ 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 7. Tax Rate 8. Taz Due 6 7 X 8 $ PART DEBTS AND DEDUCTIONS CLAIMED ^3 DATE PAID PAYEE DESCRIPTION AMOUNT PAID vnurr penai~ies yr perjury, - aeciare inat 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 _ _ -- - - L. Y~ GGGQ ~~ ~ ~ ~~~ tfs W ti ~, :.J• 1„ } t"t' y: t „j,. i,~3 ;. ~ ....- •.,,,~1 ;,~, , -K. ~~:~ ~;~ ^~.~ .r; n ~~~} R.,~ ~~ A~ ~, q cry ~r :~/,+. S~ .3= f cX y~r 4r^ t.iF .i .~. .ss~ 4 iC E~ 0 Y _ SA ~r10.ST :,. 7