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HomeMy WebLinkAbout02-21-12_ -,~- PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21' I `1- ~+~ ~ ~- ~ ,. AND (' ~~~,~''~~ `~~~~~ER RESPONSE AcN 11107851 BUREAU OF INDIVIDUAL TAXES Po eox zao6ol ~~~ ~ C? DATE 02-10-2011 HARRISBURG PA 17128-0601 ~+_ ~«~ ~.'J w ~ i{.. - REV-1541 E% AFP (OB-OB) TYPE OF ACCOUNT ~1. e L ~ ~.~ ~' 4 t~i ~ ~ ~ `/ ~ SAVINGS EST. OF MARYANN 0 MYERS ® CHECKING SSN 164-22-8650 TRUST CLER~~e DATE OF DEATH of-30-2011 ~ CERTIF. (~~~}-{~~~~ r.'~~t}~T{~pp COUNTY CUMBERLAND `-LiI it '~;j-'~ '~'~ , rt4 REMIT PAYMENT AND FORMS T0: Cta~~F'-' ., . , REGISTER OF WILLS DIANE L CONNELLY 1 COURTHOUSE SQUARE 29 FAIRFIELD ST PA 17013 CARLISLE PA 17013 CARLISLE MEMBERS 1ST F CU Drovided the Department with the information below, which has been used in calculating the potential tau due. Records indicate that at the death of the above-named decedent, you were a ioint owner/beneficiary of this accou mation is incorrect, Please obtain written correction from the financial institution, attach a copy to this form - nce with the Inheritance Tax laws of the Commonwealth of If you feel the infor and return it to the above address. This account is taxable in actor a Pennsylvania. Please call (717) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTION Date 07-07-2009 To ensure proper credit to the account, two Account No. 361391 - 11 copies of this notice must accompany Established payment to the Register of Wills. Make check 1 ~ 115.0(+ payable to "Register of Wills, Agent". Account Balance $ 50.000 Percent Taxable X NOTE: If tax payments are made within three 5 5 7 .5 2 months of the decedent's date of death, Amount Subject to Tax $ , 045 deduct a 5 percent discount on the tax due. X Any Inheritance Tax due will become delinquent TaX Rate 25 09 nine months after the date of death. Potential Tax Due ~` TAXPAYER RESPONSE PART FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMEN A, ^ The above information and tax due is correct. Remit Davment to the Register of Wills with twoandpreturn this notice to theaRegister of a discount or avoid interest, or check box "A" C H E C K Wills and an official assessment will be issued by the PA Department of Revenue. B L 0 C K B. ~ The above asset has been or will be reported and tax Paid with the Pennsylvania Inheritance Tax re urn ONE C 0 N L Y to be filed by the estate representative. C, ~ The above information is incorre3t belowr debts and deductions were paid. Complete PART 2~ and/or PART r rT wf 11CF nlJl Y i~l AAF If indicating a different tax rate, Please state PART relationship to decedent: MPUTATION OF TAX ~OINTC~ UST ACCOUNTS ON TAX RE TURN - CO r LINE 1. Date Estauiisi~ed 1 / ! . O '-f 2. 2 Account Balance X !'`D 'Y~ 3. 3 Percent Taxable 4. Amount Subject to Tax 4 /D ~O• ~" 5. Debts and Deductions 5 $ _6 , 6, 6 Amount Taxable X 7. 7 Tax Rate $ ,,, _ O 8 vF( a.. ~....._ -__ '--" PA DEPARTMENT OF REVENUE PAD _..___ 1 3 5 6 7 8 o. ~ e,. ,,.._ PART DATE PAID DEBTS AND DEDUCTIONS [:LA11'1~L Under penalties of Per7url/~ I declare that the facts I have HOME edC ~~ / ) ~~r ~ ~~/ rrect~ ?an~d~ comgJLete to the best of my knowledge and belief . wnRK ( ~/ ~7 ~ ~~'~~ ~ X ~ r J ~ ~s AMOUNT PAID __ DESCRIPTION Comfort Suites 10 S. Hanover Street Carlisle, PA 17013 (717) 960-1000 GM.PA266 C~choicehotels.com BY CHOICE MOTELS Comment Post Date Description 40 Deli Counter 02!04/11 BANQUET FOOD 02104/11 GRATUITY 02/04/11 MEETING ROOM 02/04/11 OCCUPANCY TAX 02/04/11 STATE TAX 1 DISCOVER Account: 10101344 Name: MEMORIAL LUNCHEON Date: 02/04/11 Opened: 02/04/11 Opened by: Sjohns.pa266 Status: A Amount 598.00 113.62 50.00 3.00 42.70 (807.32) 02/04/1 XXXXXXXXXXXX2640 Balance Due: (0.00} m O m m n a r r m N O CJ~ '17 D z v m D m C m N n n 3 ~v 2 r D .i v 0 D N N D Z n m -I N m m z -~ C7 O m m v m v n a m 0 m v n D r m z z a 3 m m cn D D D r r Z C m 7J o N N ~y `o W N ~ o ~ ~~ J C D 0 c z -+ -~, D ~, v y ~ti .;v -, !S I `` ~ "ii 0 w_ c~ Q rt N 69 W O W O D! m' C7 z 0 z 0 D Im z m n m m z -.~ v m m 2 rn rn 3 N n r r m N O CJt D z v rn m c _~ m N n r r -o D v O D N ~ ~ ~ cn -a Z (~ `': m :~. -i N m m z C7 O rn m v rn v a rn m v n D r D -~ m z a m m A D z C m o N ;~ w N N ~ Q N ~~ ~~^ D 0 c a v C? 6' DZ~ o -IZ ~~~ ~ rn~ ~rn~' ~ _ rye ~ r^< ' rt r ~3 ^ 33 m ap r^m~ Zz ~ = D ~~ ~ * 1 ADS D ~~~ I ~N~~ ~m~! r o ~-°~~°O'~ o ~rn~o d Z',. n -1 ty 3 ~ m', p v < Z O O~ N r 3 rnv^'~» _ a x ' o ~ ~, * n 3 ,"„~~ o -io ,~ C Ol .~ ~ y -~ r. 3 ~ r~ d n3~~co O < O Z ~'~o~~ ~~3 m ~ p ~ ~N~~~~ p ..(~N,O. ~~~n3 D D c tD ~ r~~ O C 7 r.+ err Z r ~'~. O ~ O O v ~ N N fD v :: r O O U% y 7 C ~ t~_ ~i 00 00 _~ n~ ~-` O r 0 No r ~-' r r