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HomeMy WebLinkAbout02-07-12~\ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21 (~ f BUREAU OF INDIVIDUAL TAXES PD BDX 280601 Pennsylvania AND ACN 12106917 HARRISBURG PA 17128-0601 DEPARTMENT OF REVENUE TAXPAY E R R E S P O N S E DATE 01-30-2012 REV-1543 E% AFP (05.117 ~- O cry "? ~''~ Q i `? -~i' N ~ C . - t_ ~ .. _ _ ~ Cl.. C7 ~, Lt. ' ~ ~. ~ W OVES ~ - ~ = U~ ~-GR VIC CI 9 04S MAY~~ LI~TZ ~~ PA 17543-8941 CV O -. r ~~ U TYPE OF ACCOUNT EST. OF BRENDA PICKETTKRAMER ^ SAVINGS SSN 181-32-3776 ® CHECKING DATE OF DEATH 01-07-2012 ^ TRUST COUNTY CUMBERLAND ^ CERTIF. REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 MEMBERS 1ST F CU 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 Sp0U5e Of the deceased and any amount other than zero is reflected below on the Potential Tax Due line, mote no tax may be due, but you must notify the department of your relationship to the deceased by checking Box C in PART 1 belo~d and writing "spouse" in PART 2. If you believe the information is incorrect, Dlease 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. 41174-11 Date .10-28-1986 To ensure proper credit to the account, two Established copies of t;his notice must accompany payment to the Register of Wills. Make check Account Balance $ 448.81 payable to "Register of Wills, Agent". Percent Taxable X 16.667 NOTE: If l; ax payments are made within three Amount Subject to Tax '~` 74.80 months of ache decedent's date of death, Tax Rate X .045 deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due ~` 3 • 37 nine month:> after the date of death. PART TAXPAYER RESPONSE FAI`IiitB~71'fl tSl? Hid WILt;,:~Si1LT FtrF,:AH OFFICIAL TAX~ICS~ESSME A. IS-IXhe above information and tax due is correct. LL' 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 C H E C K an official assessment will be issued by the PA Department of Revenue. C ONE B L 0 C K B. ^ The above asset teas been 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 informs ion is incorrect and/or debts and deductions were paid. Complete PART 2~ and/or PART 3^ below. PART If indicating a different tax rate, please state ~ ~ .QEF I CIAL USE` 0 ^ relationship to decedent: PA DEPAi~'~~1ENT f3F REVENUE TAX RE TURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1. Date Established I - 1 2. Account Balance 2 $ 2 ~ 3. Percent Taxable 3 X ~ `_r~_. _,. ;,aiWs..-.~..:a-..;,...a4;_.-:~:_-. ~..... ,_~ _ 4 Amount Subject to Tax 4 $ 4 . 5. Debts and Deductions 5 S 6. Amount Taxable 6 '~ 6 7. Tax Rate 7 X 7 $ '~ 8. Tax Due 8 $ PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I reported above are true, correct and c/omplete to the best of my knowledge and belief . HOME C ~ i-1 :) 6 ate- b ~0 Q Yu~.~ ~ ~e,tr...o WORK C t ~ ) ~ • ~ ( a- 3_ t o TAXPAYER SIGNATURE TELEPHONE NUMBER DATE TOTAL (Enter on Line 5 of Tax Computation) 8 BUREAU OF INDIVIDUAL TAXES PU BOX 280601 Pennsylvania HARRISBURG PA 17128-0601 DEPARTMENT OF REVEN UE REV-1543 EX RFP (05 -11) PENNSYLVANIA .INHERITANCE TAX INFORMATION NOTICE FILE NO. 21 1~' ~~~ AND ACN 12106915 TAXPAYER RESPONSE DATE 01-30-2012 M ~~~ U Y :. ~ Q ~"' ~ _ Q ;.s - ~ C CJ ;..;~ ~„~ ~ C1~ C % ~;f VI~1 I U Q6ROVES `~ Lai MA Y CC L.C C~ 9 L1~TZ O~ PA 17543-8941 o r,, V TYPE OF ACCOUNT EST. OF BRENDA PICKETTKRAMER ® SAVINGS SSN 181-32-3776 ^ CHECKING DATE OF DEATH 01-07-2012 ^ TRUST COUNTY CUMBERLAND ^ CERTIF. REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 MEMBERS 1ST F CU 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, Dlease 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. 41174-02 Date 10-28-1986 To ensure proper credit to the account, two Established copies of l:his notice oust accomvany payment to the Register of Wills. Make check Account Balance $` 600.28 payable to "Register of Wills. Agent". Percent Taxable X 16.667 NOTE: If it ax payments are made within three Amount Subject to Tax $ 100.05 months of the decedent's date of death, Tax Rate X .045 deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due $ 4 • 50 nine month:> after the date of death. PART TAXPAYER RESPONSE is TO: POfi,1D R6S T AN OFFI AL 8$MEN 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 C H E C K an official assessment will be issued by the PA Department of Revenue. C ONE BLOCK B. ^ The above asset has been 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 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 state 2 relationship to decedent: TAX RETURN - CALCULATION 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 OF TAX ON JOINT/TRUST ACCOUNTS 2 $ 3 X 4 $ 5 6 '~ 7 X 8 $ 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 true, correct and ~co~mplete ~to~ them~e^^b,,,,est of my knowledge and belief . HOME C ~ ~ 1 ) ~ a. 7 -C7 (o U 1 'I~r ~ ~ .X~d'1C91/'tQ WORK C t' ) c~ c( a-~-fa TAXPAYER SIGNATURE TELEPHONE NIJMBER DATE TOTAL CEnter on Line 5 of Tax Computation) 8 ~' PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE ,~ ~~ BUREAU OF INDIVIDUAL TAXES """""'"'" -' '-y PD BDX 266601 Pennsylvania AND ACN 12106919 HARRISBURG PA 17128-0601 DEPARTMENT OF REVENUE TAXP AY E R R E S P O N S E DATE 01-30-2.012 REV-1541 EX PFP (05.11) TYPE OF ACCOUNT EST. OF BRENDA PICKETTKRAMER ® SAVINGS ~, SSN 181-32-3776 ^ CHECKING ~~. u~ C? ~ DATE OF DEATH 01-07-2012 ^ TRUST ~"~ COUNTY CUMBERLAND ^ i.~.i ^..} ~ ~ - CERTIF. ~_7 ~" ~ C REMIT PAYMENT AND FDRMS T0: irl _ ._ - . ~ ~ ~ C: %; ~ ; VI~1CI UC-tROVES REGISTER OF WILLS --, ,:. 90~i,.,MAY 1 COURTHOUSE SQUARE .Y.~ LI RITZ J ~ PA 17543-8941 CARLISLE PA 17013 Ll1C U MEMBERS 1ST FCU 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 y6U 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. 41174-01 Date 10-18-2003 To ensure proper credit to the account, two Established copies of l:his notice must accompany Account Balance $ 721 . Q4 payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 16.667 NOTE: If i;ax payments are made within three Amount Subject to Tax ~` 120.1$ months of the decedent's date of death, Tax Rate X , 045 deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due $ 5.41 nine month:> after the date of death. PART TAXPAYER RESPONSE a ~ " ' : ~..UR~ t'p , . D'~Mll.i~.~~, U INS; i}~FICI ',, ,~,. A. ~ The above information and tax due is correct. LCJ Renit 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 CHECK an official assessment will be issued by the PA Department of Revenue. C ONE BLOC K g, ~ The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return O N L Y filed by the estate representative. C. ~ The above inforna 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 state {j ~jryE ~{)NL AAF relationship to decedent: ~ ' PA DEPAIZTI~N t1F REVENUE ~` TAX RE TURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS AD ~~ LINE 1. Date Established 1 1 ~ 2. Account Balance 2 $ ~ 2 3. Percent Taxable 3 X °$ ,_., 4. Amount Subject to Tax 4 $ 4 5. Debts and Deductions 5 S 6. Amount Taxable 6 $ 6 7. Tax Rate 7 X 7 8. Tax Due 8 $ $ PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) S Under penalties of perjury, I declare that the facts I reported above are true, correct and complete to the 'b^est of my knowledge and belief. HOME C'l l"1 ;> !a c7-7- o ~ U I ~(.l.A.. ~ ~ ~'ld•''^"~' WORK C « ;1 .. ~ ` a1' 3-1 d TAXPAYER SIGNATURE TELEPHONE Nl1MBER DATE ~ PENNSYLVANIA INHERITANCE TAX 1 j INFORMATION NOTICE FILE N0. 21 ' ~-r~' BUREAU OF INDIVIDUAL TAXES PD Box zaocol pennsylvania AND ACN 12106914 HARRISBURG PA 17128-0601 DEPARTMENT OF 1:FdENUE I TAX PAYE R R E S P O N S E DATE 01-30-2012 REV-1543 E% AFP (05 -11) TYPE OF .~ tt~~ C7 V~ C~ ~ J ;J '~-. Ci. l~ r_~_V I C r.;:l-!~04 Kti,. MAY ~ uIrIT ' I~ f r CY » r^y Q --- a u..- ~ C OVES V~, PA 17543-8941 ~~ V EST. OF BRENDA f'ICKETTKRAMER SSN 181-32-3776 DATE OF DEATH [I1-07-2012 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILL-S 1 COURTHOUSE SQl1ARE CARLISLE PA 17013 ACCOUNT ® SAVINGS CHECKING TRUST CERTIF. MEMBERS 1ST FCU 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 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 farm and return it to the above address. Please call 717-787-8327 with questions. COMP~.ETE PART 1 13ELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS - Account No. 41174-00 Date 06-26-1984 7o ensure proper credit to the account, two Established copies of this notice must accompany payment to the Register of Wills. Make check Account Balance y` 923.50 payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 461 .75 months of the decedent's date of death, Tax Rate X . 045 deduct a 5• percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due $ 20 • 78 nine months after the date of death. PART TAXPAYER RESPONSE LU TO' R ND' ~~ ,R ULF ,IH ll~i OFFI ;, 15. MEN.. A. (~]~The above information and tax due is correct. uu[[1l 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 C H E C K an official assessment will be issued by the PA Department of Revenue. C ONE BLOCK B. ~ The above asset has been 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 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 state relationship to decedent: TAX RETURN - CALCULATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Taz 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due OF TAX ON JOINT/TRUST ACCOUNTS ~PA17 1 2 : )( 4 5 6 7 X 8 $ s `~ Ofi=i i1S1; L~ A A ~PARTHE~T, t3F iiEYENUE ,. "a. - ~- 1 2 -~ -- < - ~' '. - 4 5 ~ 6 7 PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computacaon~ s Under penalties of perjury, I declare that the facts I reported above are true, correct and complete to the best of my knowledge and belief. HOME C `~i1 ) ~o oZ~_d (o~~ -l~L.~,>~` ~ ¢~„(F.r,~~ WORK c ,. ~ ~~ ~, a. '~ - I ~ TAXPAYER SIGNATURE TELEPHONE NUMBER DATE ki =. i ~/"~ ~. ~\ ~] J H , eS~aNd~ ~ __ ,,,, ~~ _ ~' ~ 3 ~ s v~ ~ ~ ~ o~ "~ ~J ~ ~ ~ ^- ~~ ~ ~ r `T'_ ° c~ ~ 1 ti ~!, U E ep~~ (4~ ~~ ~~ ti~:~ •w` ~ ~~`~ ,;~~~v .its a~ <. ld~~ , ~~ .~, eta LJ ~~ ~ ~10~ f,h ~~ ~~~ ~. ,~ a ~ ~'1~,, ~ a +, ~'~ ~9~' ~.