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HomeMy WebLinkAbout01-11-12~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL Taxes FILE N0. 21 11-0997 Po Box zao6ol enns Lvania AND HARRISBURG PA 171zs-o6ol P y TAXPAYER RESPONSE ACN 11183032 DEPARTMENT OF REVENUE DATE 1 2- 2 1- 2 0 1 1 REV-1543 E% RFP (OS -11) TYPE OF ACCOUNT EST. OF MARY J BRAUN ~ SAVINGS SSN 296- 14-5483 ® CHECKING DATE OF DEATH a7-1o-2011 ~ TRUST COUNTY CUMBERLAND ~ CERTIF. REMIT PAYMENT AND FORMS T0: ~-yQ 'T` .I_t MARY C BRAUN REGISTER OF WILLS ~-' 180 LEFEVER RD 1 COURTHOUSE SQUARE ~-F NEWVILLE ' PA 17241-9563 CARLISLE PA 17013 iT C7 --_ - r T1 °-.- ~~~ ~ -~ j `=.J LL' _ _f -~ WELLS FARGO provided the department with the information below, which was used in talc t~rfg the inliQjritancs-tax ~t]e. Records indicate that at the death 'of the above-named decedent, you were a joint owner/beneficiary of this account. yoU are the Spou58.~~fi ~tle deceased and any amount other ham zero is reflected below on the Potential Tax Due line, note no tax may be due, _bl4ot you mush' notify the department of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse"'TM PART 2. If you believe the information is i correct, please obtain written correction from the financial institution, attach a copy to this form and return it to the above address. Please ca 1 717-787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Percent Taxable 1 Amount Subject to Taxi Tax Rate 1 Potential Tax Due 1 PART 0 CHECK C ONE BLOCK ONLY $ 57,759.00 X 16.667 $ 9,626.69 X .15 $ 1,444.00 TAXPAYER RESPON NOTE: If tax payments are made within three months of the decedent's date of death, deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent nine months after the date of death. A. ~ Tf~e above inforwation 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. ~ T e above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return fled by the estate representative. C. ~ T e above informs ion is incorrect and/or debts and deductions were paid. C mplete PART ~2 and/or PART 3~ below. PART If indicating a di~ferent tax rate, please state relationship to de edent: TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1. Date Established 1 2. Account Balance ~1 2 3. Percent Taxable 3 X tF~~CiAL USE OILY PA DEPARTMEjNT OF REVENUE 1 1 Z 3 y. amount suo~ect to , 5. Debts and Deduction 6. Amount Taxable ~, 7. Tax Rate I 8. Tax Due li ax s v 5 6 7 8 v $ X ~ 4 r~ 6 PART 3^ DATE '1 I, PAID P YEE DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID 1 ~~~.+~ lGI1lCf" UII amine o or iax t,omputatlonJ S ~ Under penalties of perj complete to the best of ~~ ~ ~~ NATURE Account No. 165110411568935 Date 11 - O 1 - 1966 To ensure proper credit to the account, two 1 Established copies of this notice must accompany Account Balance 1 Payment to the Register of Wills. Make check payable to "Register of Wills, Agent". ury, I declare that the facts I reported above are true, correct and ~ my knowledge and belief. HOME C 1~1 )~1 - ~y~,-- ---~ WORK C ) to c, aZd I ,7i TELEPHONE NUMBER TE r BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 Pennsylvania DEPARTMENT OF REVENUE REY-1543 E% AFP (05-11) PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21 11-0997 AND ACN 11183033 TAXPAYER RESPONSE DATE 12-21-2011 TYPE OF ACCOUNT EST. OF MARY J BRAUN ~ SAVINGS SSN 296-14-5483 © CHECKING DATE OF DEATH 07 - 10 -2011 ~ TRUST COUNTY CUMBERLAND ~ CERTIF. REMIT PAYMENT AND FORMS T0: -.,~ JAMES R BR UN REGISTER OF WILLS ~ ~ - ;x-1 180 LEFEVER RD~ 1 COURTHOUSE SQUARE ~ -`~' NEWVILLE ~ PA 17241-9563 CARLISLE PA 17013 ''>~ ~~ ;~ '. 1. ....~ .) ~.__ WELLS F ARGO provided the department with the information below, which was used in calcula~g the int~ritance taz;3:ue. Records indicate that at the death~Iof the above named decedent, you were a joint owner/beneficiary of this account. I-~yyo1, are th'E;)SpousQ-of~l;~he deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax nay be due, but you:.mu~t••,. notify the department of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" T'p PART 2.°TMri If you believe the information is incorrect, please obtain written correction from the financial institution, attach a copy to this Pa+m and return it to the above address. Please c 11 717-787-8327 with questions. - COMPLETE PART 1 B LOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1010047068625 Date 06-04-2001 I, Established Account Balance ' Percent Taxable Amount Subject to Tax' Tax Rate Potential Tax Due $ 4,197.00 X 50.000 $ 2,098.50 X .15 $ 314.78 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 made within three months of 'the decedent's date of death, deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent nine months after the date of death. P~T TAXPAYER RESPONSE ~ TO ILL R 7 IN OFFIC AX AS NT A. ~ T e 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 C 0 N E ~ an official assessment will be issued by the PA Department of Revenue. B L 0 C K B. ~ T e above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return D N L Y fled by the estate representative. C. ~ T e above informs ion is incorrect and/or debts and deductions were paid. C~mplete PART 2~ and/or PART 3^ below. PART it inaicatang a ailrrerent taz rate, please state relationship to delcedent: TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balance I 2 3. Percent Taxable I 3 X 4. Amount Subject to lfax 4 5. Debts and Deductions 5 6. Amount Taxable 6 7. Taz Rate 7 X A 1s. Iax Due ', B ~ ~ '. "~ '~"E-=~ ~ PART ^3 ~I DATE PAID P aR DEBTS AND DEDUCTIONS CLAIMED YEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) 8 Under penalties of per comp ete to the best o1 ury, I declare that the facts I reported above are true, correct and ~ my knowledge and belief. NOME C1~~ ) ,1(p",~ ,` -~"'~~ /~ v/ v~^• ,.. ~.• '~~~••^• ~••~ ( ~~~rnuiv~ l~ur~acrt IJAI t i ,~~° PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES FILE N0. 21 11-0997 PD aox zao6ol Pennsylvania AND ACN 11183034 HARRISBURG PA 17128-0601 DEPARTMENT OF REVENUE TAXPAYER RESPONSE DATE 12-21-2011 REV-1543 E% AFP (05 -11) TYPE OF ACCOUNT EST. OF MARY J BRAUN ~ SAVINGS SSN 296-14-5483 ~ CHECKING DATE OF DEATH q7-LO-2011 ~ TRUST COUNTY CUMBERLAND Q CERTIF. REMIT PAYMENT AND FORMS T0: C7 _:. ( ~--, JAMES R BRAUN REGISTER OF WILLS ~ r'~ a, 180 LEFEVER RD 1 COURTHOUSE SQUARE t-~ ~' =? ~. NEWVILLE PA 17241-9563 CARLISLE PA 17013 'J~.r- °- r-r, . ;,_,. m_ _~ ,. ,. ,~ __ _~~ WELLS FARGO ~ ~~~ provided the department with the information below, which was used in calc~ting the inheritance tax d~~. Records indicate that at the death~of the above-named decedent, you were a joint owner/beneficiary of this account. I y0U are the_s poUSE.'0'>f~~t' e deceased and any amount otherthan zero is reflected below on the Potential Tax Due line, note no tax may be due, but you muSL"% 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 c 71 717-787-8327 with questions. COMPLETE PART 1 B LOW *.$,~E,.REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 012222 Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due PART CHECK ONE BLOCK ] ONLY 1036064 Date 03-01-2000 Established $ 16,571.00 X 50.000 $ 8,285.50 X .15 $ 1,242.83 TAXPAYER RESPON 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 made within three months of the decedent's date of death, deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent nine months after the date of death. ~~ LURE 7ti RESPOND. SU N.' OFF I AX 5 °~ A. ~ T e 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. ~ T~e above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return Bled by the estate representative. C. ~ T{~e above informs ion is incorrect and/or debts and deductions were paid. C¢mplete PART 2~ and/or PART 3^ below. PART If indicating a di relationship to de fferent cedent: tax rate, please state FI A ~$ NL Y 1~AF s PA DEPARTNEtiT OF itEVENUE TAX RE TURN - CALCULAT', ION OF TAX ON JOINT/TRUST ACCOUNTS AD LINE 1. Date Established I 1 1 2. Account Balance 2 $ 2 3. Percent Taxable 3 X 3 4. Amount Subject to ax 4 $ 4 - N~ 5. Debts and Deductio s 5 S 6. Amount Taxable 6 $ b 7. Tax Rate ~ 7 X ~ 7 8. Tax Due 8 $ ~~, 8 PART DEBTS AND DEDUCTIONS CLAIMED ICI DATE PAID P YEE DESCRIPTION AMOUNT PAID :u:,aL icncer on a ne 5 or iax t;omputation) S Under penalties of per~ ury, I declare that the facts I reported above are true, correct and complete to the best off my knowledge and belief . HOME C~\1 ) 11 ~ "14~~ ~ WORK ( ) 1~~112 T AYER SIGNATURE TELEPHONE NUMBER DATE BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 Bc Pennsylvania DEPARTMENT OF REVENUE REV-1543 EX AFP (05-11) PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21 11-0997 AND ACN 11183035 TAXPAYER RESPONSE DATE 12-21-2011 JAMES R BRAUN 180 LEFEVER RDj NEWVILLE I PA 17241-9563 EST. OF MARY J BRAUN SSN 296-14-5483 DATE OF DEATH 07-10-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. WELLS FA RGO ! provided the department with the information below, which was used in calculating the inheritance tax due. Records indicate ghat at the death !of the above named decedent, you were a joint owner/beneficiary of this account. If y0U are the spOUSe Of the deceased and any amount otherthan 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 c 11 717-787-8327 with questions. COMPLETE PART i B LOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1651104568935 Date 11- O 1-1966 ! Established Account Balance Percent Taxable Amount Subject to Tax' Tax Rate Potential, Tax Due PART CHECK ONE BLOCK ONLY $ 9,626.69 X .15 $ 57,759.00 X 16.667 $ 1,444.00 TAXPAYER RESPON 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 made within three months of the decedent's date of death, deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent nine months after the date of death. =ir,ILURE~ Tt! RS~ONIi. mftE$111~~' IN,~Ati ~'~IIA , A P., , A. ~ T e above information and tax due is correct.`"a..(~ ~,:~, '~ Remit payment to the Register of Wills with twa copies of this notice to ob'I{q' a discount or avoid interest, or return this notice to the Register of Will~l~~ an official assessment will be issued by the PA Department of Revenue. ?~ f-- ~`a ~ -_.. ~ ,_ B. ~ T e above asset has been or will be reported and tax paid with the Pennsylvaniaiirfd~tance+tax return fled by the estate representative. _ ~ c ~,, ...,, _ C. ~ T e above informs ion is incorrect and/or debts and deductions were paid. `- ( C~mplete PART ~2 and/or PART 3^ below. _ ~ ., h y F t..F . h PART If indicating a di fferent tax rate, please state <, (j F' I' S E Y ', ~'~ t 2 relationship to del cedent: ' ^ PA DEPARTMENT OF~I2EVENUE~ TAX RETURN - CALCULA'T1, ION OF TAX ON JOINT/TRUST ACCOUNTS AD LINE 1. Date Established 1 1 2. Account Balance 2 $ 2 3. Percent Taxable 3 X 3 4. Amount Subject to Sfax 4 5. Debts and Deductiohs 5 6. Amount Taxable 6 7. Tax Rate 7 X 8. Tax Due ! 8 PART DEBTS AND DEDUCTIONS CLAIMED ^3 DATE PAID P~4YEE DESCRIPTION AMOUNT PAID ~ TOTAL CEnter on Line 5 of Tax Computation) S ~ Under penalties of per$ury, I declare that the facts I reported above are true, correct and complete to the best of my knowledge and belief. HOME (1~1 ) 1'1(p-1~~5 WORK C ~ 1~6f1L T YER SIGNATURE TELEPHONE NUMBER DATE I W C7 ~ O ~ a ~~ - ~~ M DOWP .F• C~07 aaH^oc' 'moo j Q~- ~f'}o w ~ Z ~_~~ =_ ~~= ~ ~ ~ M = ~ - - - 4i V = 1. j ~' W C~ N O O O W ~. ~ "" i, ~, ON . Q i Cj L._ W _ L = ~ r~ N ~ O O O a N ~'- ~ ~ _ ~ -C N N ~ ~ _ 'p~ O '` =~~U