HomeMy WebLinkAbout01-25-12PENNSYLVANIA INHERITANCE TAX
BUREAU of IND1vIDUAt. TAxES INFORMATION NOTICE FILE N0. 21 11-0839
Po Box Zao6o1 pennSyl C'~F~, AND ACN 11159251
HARRISBURG PA 17128- 0601 DEPARTMENT OF ~,~ +:,S~IPAY E R R E S P O N S E
~'~ , , 1~ DATE 09-01-2011
REY-lafa E% AF- fK-Il)
att7 JAN ~S PM ~. Z ~:
`~'
EST. OF JACK G METZGER
SSN 178-26-9352
DATE OF DEATH 07-15-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE QF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
** LINDA R METZGER
816 W FOXCROFT DR
CAMP HILL PA 17011-1845
P NC 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 Point 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 dne. but you Bwst
nottty the de~artBxnt of your relationship to the deceased by checking Box C in PART 1 below and Writing "spouse" 1n PART 2.
If you Delleve the information 1s incorrect Dlease obtain written correction from the financial institution, attach a copy to this form and return
it o the above address. Please call 717-7E57-8327 with questions. _
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 5140042942 Date 11-30-2010 To ensure proper credit to the account, two
Established copies of this notice must accompany
paymont to tho Resister of Wills. Make check
Account Balance ~- 5, 604.00 payable to "Repistar of Wills, Apant".
Percent Taxable X 50.000
NOTE, If tax payments era made within three
Amount Subject to Tax ~` 2,802.00 wonths of the decedent's data of death.
Tax Rata X , 045 deduct a 5 percent discount an the tax due.
Potential Tax Duo ~ 126.09 Any inheritance tax due will i»cowe delinquent
nine months after the dato of death.
P~r TAXPAYER RESPONSE
1 , Ti . QPA rl''us a ~ n w ~:;
A. ~ The above information and tax dw is correct.-
Remit payment to the Register of-Wills with two copios 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.
0 NE
BLOCK B. ~Tha above asset has bean 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 info a ion is incorrect and/or debts and deductions were void.
Complete PART ~ and%or PART 3~ below.
PART If indieatin9 a differont tax rate, please state
a relationship to decedent:
TAX RETURN - CALCULATION
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. Amount Subioct to Tax
5. Debts snd Deductions
6. Amount Taxable
7. Tax Rata
8. Tax :Dua
PART
OF TAX ON JOINT/TRUST ACCOUNTS
1
2- -~.-- -_ -- -----------._.
3 X
4 ~
5
6 ~
7 X -
8 $
DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
Under ponaities of periury, I doclare that the facts I reported above a a true,' correct and
complet the bas f mY knew edge and belief. NOME C ~7 ) ~•
WORK t )
TA NA RE TELEPHONE NUMBER D
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE FILE N0. 21 11-0839
BUREAU OF INDIVIDUAL TAXES
PD sox 2aosol pe , ~: AND ACN 11159250
HARRISBURG PA rTlza-osol ue ~ TAXPAYER RE S P O N S E
R~u. ~„~,~ DATE 09-O1-2011
Rar-1S{3 EX AR tSS-11) '
ZQt2 JAN 25 PM 2~ 20.
~~'t~ ~ mfi
** EMMA G METZGER
2737 LISBURN RD
CAMP HILL PA 17011-8009
EST. OF JACK G METZGER
SSN 178-26-9352
DATE OF DEATH 07-15-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
P NC 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 Point 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
_~.... _iL o. the above. eddress, _.._Please .ca11.717cZ~Z-8327. with, puestions. _ __ _ __ _. _:. _. _ _. _ .._ _ . _._
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 5140042942 Data 11-30-2010 To ensure proper credit to the account, two
Established copies of this notice must aeeompaM~
Account Balance 5 604.00 payment to the Register of Wills. Mako ehatdc
~ payable to "Register of Wills, Agent°.
Percent Taxable X 50.000
NOTE: If tax p~ments era made within three
Amount Subject to Tax ~` 2,802.00 months of the decedent's data of death,
Tax Rate X , OO deduct a 5 percent discount on the tax dup.
Any inheritance tax due will become delinquent
Potential Tax Due $ .OO nine months after the data of death.
PaT TAXPAYER RESPONSE
A. 1: I Tha above information and tax due is correct.
U Remit payment to th• 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.
C 0 NE ~
BLOCK B. The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return
ONL Y filed by the estate representative.
C. ~ Tha above informs ion is ineorr et and/or debts
Complete PART 2~ and/or PART ~ below. and deductions ware paid.
PART If indicating a different taFJ~' ass ate
relationship to decaden t: ~/
TAX RE TURN - 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 6 $
7. Tax Rate 7 X
8. Tax Due 8 ~
PART DEBTS AND DEDUCTIONS C LAIMED
a
DATE P AID PAYEE DESCRIPTION
AMOUNT-PAID
TOTAL CEnter on Line 5 of Tax Computation) •
Under penalties of perjury, I declare that the facts I reported above ars true, correct and
complete to the be t of my knowledge and belief. HOME C 7/7 1 7~ 7 to .~~~
.Jlt~lt. - !'~ WORK t ) 9~ '~J/
TAXPAYER SIGNATURE ~," TELEPHONE NUMBER DATE
HUREAU OF INDIVIDUAL TAXES
PO BOX 280601
NARRISBUR6 PA 17128-0601
m
cPARTMENT OP. PEViNiE
REV-15f3 E% AFP (RS•11)
PENNSYLVANIA INHERITANCE TAX ~'~_O<~
INFORMATION. NOTICE FILE N0. 21 l5 9
~~~ ~~:~~ AND ACN 11002918 1
iC ( ~ ~fJ AVER RESPONSE
~ v ! DATE 08-30-2011
~~~~ 1~N 25 PM 2% 20 EST. OF JACK G METZGER
SSN 666-01-1086
DATE OF DEATH 07-15-2011
~~ J~ ~'j~~ p~-~~~ COUNTY CUMBERLAND
'-'+-" ~-~YL1 „ ~ REMIT PAYMENT AND FORMS T0:
LINDA R METZGER REGISTER OF WILLS
816 1(t FOXCROFT DR 1 COURTHOUSE SQUARE
CAMP HILL PA 17011-1845 CARLISLE PA 17013
TYPE OF ACCOIUNT
® SAVINGS
CHECKING
TRUST
CERTIF.
P NC 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. It you ire the SpoUSe of the
deceased and any aaount other than zero is reflected below on the Potential Tax Due line, note no tax may be due, but you Bwst
notity the departBient of your relationship to the deceased by checking Box C in PART 1 below and writing '(spouse" 1n PART 2.
If yyou 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 fILIN6 AND-PAYMENT INSTRUCTIONS ---
Account No. 5003659436 __
Date
11-30
-2010
To ensure proper credit to the account, two
Established copies of this notice must aecompa(W
payment to the Reeister of Wills. Make cheek
Account Balance 3,212. 00 payable to "Register of Wilis. Aoont'!.
Percent Taxable X 100. 00
NOTE: If tax payments era made within throe
Amount SubJect to Tax ~` 3,212. 00 months of the decedent's date of death,
Tax Rate X . 045 deduct a 5 percent discount on tM tax due.
Aro inheritance tax due will become delinquent
Poteritial Tax Due $ 144. 54 nine months sfter tM date of death.
PART
a
A. ~ Tha above infonation and tax duo is correct.
Remit payment to the Register of Wills with two copies of this natico to obtain
a discount or avoid interest, or return this notice to the Register of Wills and
CHECK an official assessment will be issued by the PA Department of Revenue.
ONE
~
C
BLOCK B. The above asset has bean or will be reported and tax paid with the Pennsylvania inharitanea tax return
ONLY filed by the estate representative.
C. ~ The above info a ion fs incorrect and/or debts and deductions were paid.
Cwplote PART ~ and/or PART ~ below.
PART If indicating a different .tax rate, please state
relationship to decadent:
TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Data Established 1
2. Account Balance 2 $
3. Percent Taxable 3 X
4. Amount Subiaet to Tax 4 ~
5. Debts and Deductions 5 -
6. Amount Taxable 6 ~
7. Tax Rata 7 X
8. Tax Dua 8 $
PART
DEBTS AND .DEDUCTIONS CLAIMED
Under penalties of periury, I declare that the facts i reported above era tru• come t a~n{d
complete to he bast of my knowl and beiief. HOME. C 7 ) ~~ '"'~~~f U
WORK C )
TAXPAY ATU E TELEPHONE NUMBER D T
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
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