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HomeMy WebLinkAbout01-12-12•~ PENNSYLVANIA INHERITANCE T BUREAU DF INDIVIDUAL TAXES I N F O R MA T I O N N O T I C E PO BOX 280601 HARRISBURG PA 17128-06D1 PsytVa~nia ;-, („ir AND DE PAR'EhiENT pF REVENUE TAXPAYER REV ~543'EX AFP (05-11) I, ~' R E S P O N S E ~ ~ C2i~~ 9y ~, ,~r C;`'` P` VI, f~. - r ~.~h GEORGE R OXENRIDER PO BOX 17 511 WALNUT ST WICONISCO PA 17097 PAYEE SOVEREIGN BANK ecords indicate that at the death of the above-named decedent, provided the department with the information below, which was used in calculating the inheritance tax due. notify the department of 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 your re ationship to the deceased by checking Box C in PART 1 below and writin it to the above address. Please call 717-787-8327 with you must If you believe the information is incorrect, please obtain written correction from the financial institution, attach a copy,to this form and return questions. 9 'spouse' in PART 2. COMPLETE PART 1 BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 8205004123 Date 11-01-2001 Established To ensure proper credit to the account, two Account Balance copies of this notice must accompany $ 17,429.$7 Payment to the Register of Wills. Make check Percent Taxable X payable to "Register of Wills, Agent". Amount Subject to Tax 50 • 000 $ 8 , 714.94 NOTE: If tax payments are made within three Tax Rate X months of the decedent's date of death, Potential TBX DUe 15 deduct a 5 percent discount on the tax due. '~ 1 , 3 0 7 . 2 4 Anv inheritance tax due will become delinquent PART nine months after the date of death. 1^ TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT A• The ab ^ ove information and tax due Remit is correct. C H E C K payment to the Register a di of Wills with two copie scount or avoid interest, or return thi s of this notice to obtain C 0 N E an official assessment will be s issued by th notice to the Register of Wills and B' ^ The ab e PA Department of Revenue. 0 N L Y ove asset has been or will be reported and filed by the estat tax Paid with th e representative. e Pennsylvania inheritance tax return C• The omp above informs ion is incorr1e-c~t lete PART ~ and/or PART 3^ uuu and/or debts and deductions below. were Paid. PART If lndlcatine ~ .,;ca ____~ lei - ' -' "'• `°^ (ate, please state u relationship to decedent: - ~ [7 La ~l (' , ~. TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balance Z $ 3. Percent Taxable 3 )( 4. Amount Subject to Tax 4 $ 5. Debts and Deductions 5 - 6. Amount Taxable 6 $ 7. Tax Rate ~ X 8. Tax Due $ $ .0 DATE PAID FILE N0. 21•-~~,~~t~ ACN 11183429 DATE 12-22-2011 TYPE OF ACCOUNT EST. OF MARGARET S OXENRIDER ^ SAVING SSN 179-30-3296 S ^ CHECKI DATE OF DEATH o6-14-2011 NG ^ TRUST COUNTY CUMBERLAND ~ CERTI REMIT PAYM ENT AND FORMS T0: F. REGISTER OF WILLS 1 COURTH OUSE SQUARE CARLISLE PA 17013 DESCRIPTION TOTAL (Enter on Line 5 of Tax Computation) Under penalties of perjury, I declare that ~ complete to the be t of m 9 the facts I reported above are true, correct and Y ISnowled a and belief. OFFICIAL USE ONLY ^ FAA PA DEPARTMENT OF REVENUE PAD 1 2 3 4 5 6 7 8 - DEBTS AND DEDUCTIONS CLAIMED AMOUNT PAID BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 .J per~n~plvania DE PAPtTMENTOF REVENUE _ REV-1553""EX qFP (05-I1J PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE ~..i ~.,?`' AND ,~; TAXPAYER RESPONSE J GEORGE R OXENRIDER PO BOX 17 511 WALNUT ST WICONISCO PA 17097 FILE ND. 21`'~;~ -ct'~l~ ACN 11183428 DATE 12-22-2011 EST. OF TYPE MARGARET S OXENRIDER OF ACCOUNT ^ SAVIN SSN DATE OF 179-30-3296 DEATH GS © CHECKING COUNTY 06-14-2011 ^ TRUSr REMI CUMBERLAND ^ CERTIF T PAYM ENT AND FORMS T0: . REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 SOVEREIGN BANK ecords indicate that at the death of the above-named decedent, provided the department with the information below, which was used in calculating the inheritance tax due. notify the department of 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 our re ationshi to the deceased b checkin Box C in PART I below and writin If you believe the information is incorrect, lease obtain written correction from the financial institution, attach a co it to the above address. Please call 717-787p8327 with questions, y 9 9 "spouse" in PART lust COMPLETE PART I BELOW * py to this form and return SEE REVERSE SIDE FOR FILING AND PAYMENT rAlc ro nr~T~_~.._ Account No. 8201 nn9G, ~ -- •-~ Lace 11-14-1999 -••-......., iun, Account Balance Established To ensure proper credit to the account, two copies of this notice must Percent Taxable $ X 3 8 5. 7 9 accompany Payment to the Register of Wills. Make check payable t " Amount Subject to Tax 50.000 o Register of Wills, Agent". TaX Rate $ 1 9 2 . 9 0 NOTE: If tax payments are made within thr m th Potential Tax Due X • 15 ee on s of the decedent's date of death, deduct a 5 percent discount PART a CHECK ONE BLOCK ONLY PART If ;,, .r;,...~_ on the tax due. 2 8. 9 4 Any inheritance tax due will become delinquent nine months after the date of death. TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT 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 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 inheritance tax return filed by the estate representative. G•~The above informs ion is incorrect and/or debts and deductions were paid. Complete PART 2~ and/or PART 3^ below. ^ ----•• o ~+JJerent taX p eaS 2 relationship to decedent: ~e~ ~1 L,~ ~te TAX RETURN ~ - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established I 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 T X 8. Tax Due 8 $ PART DATE PAID PAYEE DESCRIPTION TOTAL CEnter on Line 5 of Tax Computation) Under penalties of $ perjury, I declare that the facts I reported above are true, correct and Jco~lete to the b(es~t ~of(, my knowledge and belief. 1 ~,~Jt `~ '. ~~UZL~ HOME ( ~ XPAYER~ Tr error WORK ( ~ OFFICIAL USE ONLY PA DEPARTMENT OF REVENUE PAD 1 2 3 4 5 6 8 - DEBTS AND DEDUCTIONS CLAIMED AMOUNT PAID ~~ ~ ~~ r~ ~:. ~n ~' ~. r:<r {y } ~.~ FED ~? -~ ti Y 0 0 rn ~ o v .~ .r a x~ro O=moo ~ ~ x,~n `o~ ~ m o ~~O,U C~~a~ '~~ ~ ~ ~ l _ ~ ~\ "0 c` L ~1. v _~ ~ _. ~ ' ,v % .. ,, (4t l~ `~ E~ :~ t~ .,..} i} I' :rt