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Home My WebLink About01-10-12COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WEAVER CONNIE J 126 ROCK RUN ROAD NEWVILLE, PA 17241 told ESTATE INFORMATION: SSN: 204-30-7795 FILE NUMBER: 2112-0032 DECEDENT NAME: LEHMAN BOBBY R DATE OF PAYMENT: 01 / 10/201 2 POSTMARK DATE: 01 /10/201 2 couNTY: CUMBERLAND DATE OF DEATH: 1 0/ 1 3/201 1 REMARKS: SEAL CHECK# 3268 ACN ASSESSMENT CONTROL NUMBER AMOUNT 11173384 ~ 550.19 11173386 ~ 564.36 11173388 ~ 585.97 TOTAL AMOUNT PAID: 5200.52 INITIALS: HEA RECEIVED BY: GLENDA FA.RNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV-1162 EX(11-96) NO. CD 015436 ~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21 BUREAU OF INDIVIDUAL TAXES PU BOX 260601 Pennsylvania AN D ACN 11173388 HARRISBURG PA 17128-06 01 DEPARTMENT OF REVENUE TAXPAYER RESPONSE DATE 11-07-2011 REV-1543 EX RFP (RS-I1) TYPE OF ACCOUNT EST. OF BOBBY R LEHMAN ^ SAVINGS $$N 204-30-7195 ^ CHECKING DATE OF DEATH 10 - 13 - 2011 ^ TRUST COUNTY CUMBERLAND ~ CERTIF. REMIT PAYMENT AND FORMS T0: CONNIE J WEAVER REGISTER OF WILLS 310 DOUBLING GAP RD 1 COURTHOUSE SQUARE NEWVILLE PA 17241-94 46 CARLISLE PA 17013 PNC 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 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 15 incorrect, please obtain written correction from the financial institution, attach a copy to this form and return it tc the above address. Please call 717-787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 31900312063 Date 03-28-2007 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 $ 12 ~ 075 • 00 payable to "Register of Wills, Agent". Percent Taxable X 16.667 NOTE: If tax payments are made within three Amount Subject to Tax $ 2 ~ 012 • 54 months of 'the decedent's date of death, 045 deduct a 5 percent discount on the tax due. X Tax Rate . Any inheritance tax due will become delinquent Potential, Tax Due $ 90 • 56 nine months after the date of death. PART TAXPAYER RESPONSE IL ~S ~O ~ i, LT', FI L TIC 5S - ~ A. ^ The above information and tax due is correct. ~ _,_ ?`~ to obk ~[J ti f thi ; s no ce ~ t -) Remit payment to the Register of Wills with two copies o a discount or avoid interest, or return this notice to the Register of Willa ' ~ C H E C K n ~ ~ an official assessment will be issued by the PA Department of R'.evenue. C ONE ~ B L 0 C K B. ^ , ~; r- _ The above asset has been or will be reported and tax paid with the Pennsylvania ~gh~~nce t~x,,return 0 N L Y filed by the estate representative. ...^ -` C.:+ C. ^ The above informs ion is incorrect and/or debts and deductions were paid. i ?"T? Complete PART 2~ and/or PART ~ below. PART If indicating a different tax rate, please state relationship to decedent: TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1. Date Established 1 ^ ~ 2. Account Balance 2 $ ~(J • 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 $ Rte- -- f1FFICiA.~ CiSE ONL~I(:, PA DEPARTMENT OF RE'Y~NUE ",. i 2 ~.~ ,3 ~ ._ ~ ,. 6 7 8 € PART DEBTS AND DEDUCTIONS CLAIMED naTE PAID PAYEE DESCRIPTION AMOUNT PAID TDTAL CEnter on Line 5 of iax compute a one v Under penalties of perjury, I declare that the facts I reported above are true~y~cyorrect and/_ omplete to the b t of m knowledge and belief. HOME C ) / / ~~ ~_ ~cCJ-~ WORK ( ) -~~ TAXPAYER SIGN URE TELEPHONE NUMBER DATE ~.. BUREAU OF INDIVIDUAL TAXES , PO BOX 2BB6g1 Pennsylvania HARRISBURG PA 17128-0601 DEPARTMENT OF REVENUE QFV-1543 EX RFP (05-11) PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE No. 21-~~ -- AND ACN 11173384 TAXPAYER RESPONSE DATE 11-07-2011 EST. OF BOBBY R LEHMAN SSN 204-30-7195 DATE OF DEATH 10-13-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: BOBBY R LEHMAN JR REGISTER OF WILLS 380 GREENSPRING RD 1 COURTHOUSE SQUARE NEWVILLE PA 17241-9608 CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. PNC 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 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 Duestions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 31700310694 Date 03-25-2007 To ensure proper credit to the account, two Established copies of 1:his notice must accompany payment to the Register of Wills. Make check Account Balance $ 7,044.00 payable to "Register of Wills, Agent". Percent Taxable X 16.667 NOTE: If i:ax payments are made within three Amount Subject to Tax $ 1 , 174.02 months of 1:he decedent's date of death, 045 ~( R t deduct a 5 percent discount on the tax due. . e Tax a Any inheritance tax due will become delinquent Potential Tax Due $ 52 • 83 nine months after the date of death. PART TAXPAYER RESPONSE ILURE Ttl~ ESPOt1 , WIi L RE L, H .OFF - -~ ~L 7 ~ SS ~.~ ~ . A. ~ The above information and tax due is correct. l ~ t b - ~ - Remit payment to the Register of Wills with two cop o o ies of this notice td4 rf ~ a discount or avoid interest, or return this notice to the Register of Wills,$ndg -~ C H E C K an official assessment will be issued by the PA Dep artment of Revenue. .a`_C1"aJ:-~ C ONE B L 0 C K ~ B. ~ The above asset has been or will be reported and tax paid with ,,-~ the Pennsylvania iTYie~}gnce 6~';return 0 N L Y filed by the estate representative. .. .. ~! T _ C. ~ The above informs ion is incorrect and/or debts and deductions _ ( _-+ , , were paid. -~ r ,~ ~._,. Complete PART ~ and/or PART ~ below. ~ -'t ~,. 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 O ~~~" ~rAL iJ ~~° ^ AAF PA DEPARTMENT 0 REVENUE OF TAX ON JOINT/TRUST ACCOUNTS {PAD 2 $ ~~ , ~.~ 3 X 4 $ 5 , 6 '~ 7 X 8 $ , 577. / 9 1 2 3 .. _..i _• __ - -- - A ~ 4 5 , 6 7 ~.., $ Wr PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID TAXPAYER SI ~sF1ATURt I t~~rnun~ 1'1U rID CIC +~„~ TOTAL (Enter on Line 5 of Tax Camputa v.on~ s Under penalties of perjury, I declare that the facts I reported above are true, c~oyrrect and complete to t/he~best of\my knowledge and belief. HOME C ) / ~ ~~ ~ / ~ i 1 O n ~~ o ,, I WORK ( ) - /~~-/,~ BUREAU OF INDIVIDUAL TAXES PO BOX 280601 Pennsylvania HARRISBURG PA 17128-0601 DEPARTMENT OF REVENUE NEV-1543 EX RFP (05-111 PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21 AND ACN 11173386 TAXPAYER RESPONSE DATE 11-07-2011 EST. OF BOBBY R LEHMAN SSN 204-30-7195 DATE OF DEATH 10-13-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: BOBBY R LEHMAN JR REGISTER OF WILLS 380 GREENSPRING RD 1 COURTHOUSE SQUARE NEWVILLE PA 17241-9608 CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. PN C 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 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 lncorrect, 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 FILiN6 AND PAYMENT INSTRUCTIONS °- -- - Account No. 31500319951 Date 11-20-2007 To ensure iproper credit to the account, two Established copies of this notice must accompany pavnent to the Register of Wills. Make check Account Balance ~` 9,033.00 payable to "Register of Wills, Agent". Percent Taxable X 16.667 NOTE: If tax payments are made within three Amount Subject to Tax ~` 1 , 505.53 months of the decedent's date of death, X 045 deduct a 5 percent discount on the tax due. Tax Rate . Any inheritance tax due will become delinquent Potential TaX Due $ 67 • 75 nine months after the date of death. PART TAXPAYER RESPONSE ~ n' wnL R~su~.r 'IN a~ i a Ax A A. ~ The above information and tax due is correct. ~ _ Remit pavnent to the Register of Wills with two copies of this notice to obta>~y-~ ~.~ r a discount or avoid interest, or return this notice to the Register of Wills giddy,,;-- ~_ C HECK an official assessment will be issued by the PA Department of Revenue. -: n`I C O N E ~ B L OC K ~ The B above asset has been or will be reported and tax paid with cn ~ C;" - the Pennsylvania ~r~eriit,nce tax return' ONLY . filed by the estate representative. _~~ ~ _ ,. C. ~ The above informs ion is incorrect and/or debts ~ and deductions were paid. -~~ _ •~ --+ ~ l '' and/or PART ~ below. Complete PART 2 ~ A < -~~ -~e~--av m~tc t y 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 OF TAX ON JOINT/TRUST ACCOUNTS 1 2 $ '~, '~ 3 X 4 6 '~ 7 X 8 s ~,~ PART DEBTS AND DEDUCTIONS CLAIMED 3^ nwrr perm PAYEE DESCRIPTION AMOUNT PAID T WORK ( ) ~° ~~FICTAL" Us aNtTx PA"DEPARTMENT OF REVENUE PAD 1 _ 2 .3 __. _ 4 5 6 7 i-io -ia BER DATE IOIAL ctncer on Line n u, iaw ~~~r.. ~e .....~,- Under penalties of perjury, I declare that the facts I reported above/yareY l:rue/yc~oyrrect and _ complete to the best of my knowledge and belief . HOME C /~ / ) / /~- S~ ~05