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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 -. xyF, ~- ~ - ~ .3=YF~r- J fi ,~f } t e~ ~~! r , AL~'~ n ¢, y ~ 11 F ~{ .C - ~~ ~ ~ b f ~~?Fr 'y''Y S ~. .. ~~. ~~ ~. ~.{~ t ~~ ~ Y ~, .. - • ~ ~~, T a x- `Y ~ ~.~ f~ 1 s 2- ~~ U ., ` ,..~ ~~~ 4 t ~ ~~ ~ n~~ yy r frif yrti ~. 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