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HomeMy WebLinkAbout02-02-12PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE BUREAU OF INDIVIDUAL TAXES }.-~ PD Box zaocol ~~~ `~ ~~ AND ACN HARRISBURG PA 17128-0601 GNk pFR€~{ENUf TAX P AY E R R E S P O N S E _,~ ,NI I ~ DATE ~~- oi~.~ N0. 21 12106681 01-30-2012 rr~~~ F~CB ^2 PN I ~ 30 c~~Rx o~ pRpHAN`S COUR? Cl#~-BER~ ~'~D CO.. PA FREDA GARDINER 1 HEMLOCK CIR MECHANICSBURG PA 17055-4710 EST. OF WILLIAM M GARDINER SSN 186-30-5764 DATE OF DEATH 09-09-2011 COUNTY CUMBERLAND REMLT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SClUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. SOVEREIGN BANK 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 coDY to this form and return it to the above address. Please call 717-787-8327 with questigns. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1681732432 Date 07-24-2003 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance 2,649.40 payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax ~` 1 , 324.70 months of the decedent's date of death, Tax Rate ~( , lj deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due ~` 198.71 nine months after the date of death. PART TAXPAYER RESPONSE FAIi.iIR ~ O#+1 'L RESU T ' Ati FICIAL TAX SSM FIT A. ~ The above information grid tax due is correct. Remit payment to the Register,of Wills with two copies of thi:> notice to obtain C H E C K 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. ONE B L 0 C K B. ~ The above asset has been or will be reported and tax Daid with the Pennsylvania inheritance tax return O N L Y - filed by the estate representative. C. The above informs ion is incorrect and/or• debts and deductions were paid. Complete PART ~2 and/or PART ~ below. PART If indicating a different tax rate, please sta e a relationship to decedent: ~ ~~ '- n - TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE I. Date Established 1 2. Account Balance 2 +fi 3. Percent Taxable z 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 CLAIMED ^3 DATE PAID PAYEE DESCRIPTION AMOUNT PAID DATE TOTAL (Enter on Line 5 of Tax Computation) C Under penalties of perjury, I declare that the facts I reported above are tyj'ue, c~oJr~rect and comple the b st of knowled~gQ~ aAd belief. HOME C ~`~)~/c-p~j ~ ~ ~ 2~~ ~~-TTY`/~G-C-.,~p~~ W O R K C ,r~l t/ ~ Y BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 ~~,Fc,iyt~ai~a ~rt1f'P~(RTMEIVT OF. IRE~4~i~lE~ ~ ~,'1rE4~1'SCS~EX XFP (OS -~T) PENNSYLVANIA INHERITANCE: TAX INFORMATION NOTICE FILE AND ACN TAXPAYER RESPONSE DATE ~~-o~yG N0. 21 12106682 01-30-2012 ~iZ r"~B -2 P?1 I CLERK ~~ ORPNi~I'S CO~UR~ Cl1M8FR1._~~i~ C0 PA FREDA GARDINER 1 HEMLOCK CIR MECHANICSBURG PA 17055-4710 EST. OF WILLIAM M GARDINER SSN 186-30-5764 DATE OF DEATH 09-09-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE Sq!UARE CARLISLE PA 17013 TYPE OF ACCOUNT © SAVINGS CHECKING TRUST CERTIF. SOVER EIG N BANK 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 y0U are the sp0U5e 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 yuest,ions. COMPi.ETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AHD PAYMENT INSTRUCTIONS Account No. 1684067685 Date 04-07-2006 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance 30 ~ 411.57 payment to the Register of Wills. Make check payable to "Register of Wills. Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 15,205.79 months of the decedent's date of death, Tax Rate ~( , lj deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due ~` 2 ~ 280 .87 nine months after the date of death. PART TAXPAYER RESPONSE ~' ~ ~i~1~Li:,~"REsiil~' 7~~ ~,#+t.~itF~~~IA,,;}.~°4' "1C ,SMEfiiT ~; .,+~ A. ~ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of thi:> 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. ONE BLOCK B, ~ The above asset has been or will be reported and tax paid with thtr Pennsylvania inheritance tax return 0 N L Y filed by the estate representative. C. The above informs ion is incorrect and/or debts and deductions were paid. .Complete PART 2~ and/or PART ~ below. PART If indicating a different tax ~g,t pleasg state relationship to decedent: ~ n .~c TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS ~;A,D 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 1 2 s X 4 $ 5 6 $ 7 X 8 ~TCIAl. USE _O ~ AAF PA DEPARfiHENT Df-REYENtJE 1 ~ 2 J -iu;:' .. rri ~ ,fir. .~~1Cw - 4 ~, ~~ 5 6 PART DEBTS AND DEDUCTIONS CLAIMED ^3 DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I reported above are 1:rue, correct and complete to the best of my knowledge and belief. 4JnMF l ~/~7l '~7~~, r- k~ ~ Z- 2 TOTAL (Enter on Line 5 of Tax Computation) S ~ PENNSYLVANIA INHERITANCE~TAX ~~~_~,~.~{ a ;-i~~,~~. INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES PO BOX zao6ol , AN D HARRISBURG PA 17128-0601 ~~~~-M~~VEVENUE~~ J TAXPAYER RESPONSE REV-1543 EX AFP (05-11) CLERK GF (~PHA~1'S COURj Cl1PARFRI ~-~+~ C7 , PA FREDA GARDINER 1 HEMLOCK CIR MECHANICSBURG PA 17055-4710 EST. OF WILLIAM M GARDINER SSN 186-30-5764 DATE OF DEATH 09-09-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SI~UARE CARLISLE PA L7013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. SOVEREIGN BANK 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 questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1685549766 Date 11-13-2009 To ensure proper credit to the account, two Established copies o~F this notice must accompany Account Balance 59, 541.61 payment •to the Register of Wills. Make check payable 'to "Register of Wills, Agent". Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due PART CHECK ONE BLOCK ONLY $ 4,465.62 ,TAXPAYER RESPONSE .LURE TO $ESP>~ND`.YIILi; R • Its 1tiN X~IA.`: ASS , 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. C.lj~nL~J'The above informs ion is incorrect and/or debts and deductions were paid. 1 Complete PART 2~ and/or PART 3~ below. PART If indicating a different to r e, pleas state ;~^' ~/ y ~ f ~ W w~•_,• ~ DIAL. DSE:.O LY AA1= relationship to decedent: ~"f c ~ PA '.13E~'1~R~i~H~';>,UF. REYE~IU~ TAX RE TURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE I. Date Established 1 1 2. Account Balance 2 $ 2 ' 3, F:.r:.ent Taxa~le 3 X ,~, _ ~~~_ ~ 4. Amount Subject to Tax 4 $ 4 5. Debts and Deductions 5 - rj 6. Amount Taxable 6 $ S ,__~ 7. Tax Rate 7 X 7 8. Tax Due 8 PART DEBTS AND DEDUCTIONS CLAIMED a DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I reported above are 1:rue, co/rrLect a/nd/ comple"te~to the bes f my kno lledge and belief. HOME C -) ~~ -~,0-'CJ LiC7~ ~~~-~1 ~~/;~ ~~~C-~ 4 (~ WORK C _ )Y ~ ~ .~ X 50.000 $ 29,770.81 X .15 ~i-is-~~~.~ FILE N0. 21 ACN 12106683 DATE 01-30-2012 NOTE: I~F tax payments are made within three months o•F 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. r' .~ UMBE TOTAL CEnter on Line 5 of Tax Computation) S ~~~r'l ~'lrr~ ._.~ ~ Ir-f nr~ CLERK ~F ~ M{~ ~rr~'r ~~ P A ,- ---- ~ ~. !, n \ ^J ` / O~ •^y1~` ~R~ `r~ ~~ ~ `~~ (~ ~~ ~' 1 ~~ ~~ \ .~ ~~ ^~. / - V , ~~ '~ ~1 v U~ ~. x ~~~ ~~ b~~ a~~ .~ 0 ~. ~,~ ~~ 2 ~' m ~'~ N o `..)a ° ~~ m ~~ N ~~~~ _ ~~i~~ J o ~.~'.~s W ~~~~~~ ~~~~ 3 m T 2 C m r old D00_z~~, oO OoJf~D C.-.otf~~-+~ ' N~ ~...N~O~~1 { C~fl/ !7 N L7 C ^V ~ D rn