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HomeMy WebLinkAbout02-22-12~I ~. , .~ h ~` ~ "~' K ..Y ~ ~. February 20, 2012 Dear Sir or Madam: Attached are the 2 forms sent to me regarding the bank accounts of my father, Carl F. Faust, who passed away on June 18, 2011. My brother, David C. Faust, handled the funeral and cemetery arrangements for my father because David lives in Berks County where the funeral and interment took place. David also paid the bagpiper for the funeral service and he paid for the luncheon for my father's relatives and friends. Many of the relatives were from other states and counties. Part 3 of your form lists the expenses for my father's funeral at Auman's Funeral Home , interment at Berks County Memorial Gardens and the luncheon. The total expenses were $ 11,273.82, which was divided by two because there were 2 bank accounts . There was also an additional expense for refurbishing the bronze marker at the cemetery for which we have misplaced the bill. My brother's wife, Karen E. Faust, prepared the forms for you since she has all the paid bills. Her phone number is 610-763-0856, and she resides at 214 W. Walnut Tree Drive, Blandon, PA 19510, with my brother David. David was co-executor of the estate. I trust the attached documents will explain the disbursement of the funds in the 2 bank accounts. Any further questions, please call me at 717-418-0315, or call my brother David at 610-763-0932. Thank you. Sincerely, c~ ~~~" ~-~~ .---~ ' ~ ~ O ~ ~ ~7 -.-, , c. ,~ y~ r- . ['T'i N Beth Ellen Walters L .~ ~~ cr> ~; rv ' `-~' _.i ~~ --..I - `•~ ~ ~ PENNSYLVANIA INHERITANCE TAX ~ INFORMATION NOTICE FILE N0. 21-1'2~(,i~~-f'i BUREAU OF INDIVIDUAL TAXES l ' nn~uata~a ~~"'., - 1 `~~ ~t" AND ACN 11185101 PO BOX 280601 HARRISBURG PA 17128-0601 -, pe DEPARTMENI}~UFRF1i~NUE[.. `;-~ i ~1'AXPAYER RESPONSE DATE 12-30-2011 REV-1543 EX ~AFP`(~OS -11) TYPE OF ACCOUNT ry _ "~+`'~ 2~ ~~~ ~ • ~ , SAVINGS ^ EST. OF CARL F FAUST S$j1j 165-18-3985 ~ CHECKING C~~~~!~" DATE OF DEATH o6-18-2011 ^ TRUST QRPH~s ~ ~-~~ "I ; _ r ~~~ ~ 'r COUNTY CUMBERLAND ^ CERTIF. ~.,,,« CI_J~,•~r. ~I~. REMIT PAYMENT AND FORMS T0: BETH E WALTERS REGISTER OF WILLS 411 E GREEN ST 1 COURTHOUSE SQUARE SHIREMANSTOWN PA 17011-6722 CARLISLE PA 17013 SOVEREIGN B ANK 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, 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. f`AMPIFTF PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 8131000079 Date 05-27-1999 To ensure proper credit to the account, two Established copies of this notice must accompany payment to the Register of Wills. Make check Account Balance $` 5 ~ 345.45 Payable to "Resister of Wills, Asent". Percent Taxable X 50.000 NOTE: If tax Payments are made within three Amount Subject to Tax $ 2 ~ 672 • 73 months of the decedent's date of death, Tax Rate ~( ,],j deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due $ 400 • 91 nine months after the date of death. PART TAXPAYER RESPONSE FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT 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 BLOC K B. ~ The above asset has been or will be reported and tau Paid with the Pennsylvania inheritance tax return 0 N L Y filed by the estate representative. C. ~ The above information is incorrect and/or debts and deductions were paid. Complete PART a and/or PART ~ below. PART If indicating a different 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 s OF TAX ON JOINT/TRUST ACCOUNTS ice-' _ 7 ~!'L /`" ,/ /r 7~' !' 2 $ _~~. ~ 7r /J~ y .S 3 X 'Z- 4~ ! Z 7.3 4 S ~ L: "7 Z - 7.~ 5 - s 3L.,~9/ 6 $ ~r 8 PAD OFFICIAL USE ONLY LjAAF PA DEPARTMENT OF REVENUE 1 2 3 4 5 6 7 8 PART DEBTS AND DEDUCTIONS CLAIMED 0 DATE PAID PAYEE DESCRIPTION AMOUNT PAID . _ T.. c .~ n ., v .--- n , '-r _ ~ Cs /'/ /' t- t1 F C .. /f' Gr i~ ~.-7L /C? L ~ .5' C L' c ~., ~ ii ~`~~~~ ~c- ~~1/'Vl/~`l~ L ~l•'Vi l-F~c= u~l/ ~1 F T~-Y' F~~'c/~r9L -5 ~.~, d ~ TOTAL CEnter on Line 5 of Tax Computation) $ Under p nalties of perjury, I declare that the facts I reported above are true, correct and --- (~~~ ~ .. ~'( comp} to to the .bestCo~fimy knowledge andlbelief. L...~--~-'~ ,fig ~''~!'~ ) ~ - ~,~~r'- :, ~ c.-..~. L~ ,J ~ ~'~~ WORK C ! ' ~XPAYE SIGNATURE TELEPHONE NUMBER DA E ~, BUREAU OF INDIVIDUAL TAXES en n~ ar~~ PD BOX 260601 P y HARRISBURG PA 17128-0601 oEPARTMENT OF REVENU{ REV-1543 E% AFP (05 -11) PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21--~;~-L' 7$ ~~~ ~~ ',~ ~ ~'~vt ~~ AND ACN 11185102 T/4i?CRAYER RESPONSE DATE 12-30-2011 .. t_~) ST. OF CARL F FAUST SSN 165-18-3985 ~~-~~~ nF DATE OF DEATH 06-18-2011 ~ORPH,~~,~Y~ ~~VgT COUNTY CUMBERLAND 4`/~.)P.+~"~%~C!.;"~'=~ '+,l-_1 . P1µ REMIT PAYMENT AND FORMS T0: BETH E WALTERS REGISTER OF WILLS 411 E GREEN ST 1 COURTHOUSE SQUARE SHIREMANSTOWN PA 17011-6722 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, 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. f`(1MPIFTE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 8132042883 Date 07-21-2009 To ensure proper credit to the account, two Established copies of this notice must accompany payment to the Register of Wills. Make check Account Balance $ 5 ~ 025 • 6U payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax Payments are made within three Amount Subject to Tax $ 2 ~ 512 • 80 months of the decedent's date of death, 15 deduct a 5 Percent discount on the tax due. Tax Rate X Any inheritance tax due will become delinquent Potential Tax Due $ 376.92 nine months after the date of death. TAXPAYER RESPONSE PART FAILURE TO RESPOND WILL RESULT IN AN OFF ICIAL TAX ASSESSMENT 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 CHECK an official assessment will be issued by the PA Department of Revenue. ONE BLOC K B. ~ C 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. If indicating a different tax rate, please state OFFICIAL USE ONLY ~ AAF PART relationship to decedent: PA DEPARTMENT OF REVENUE /TRUST ACCOUNTS PAD TAX RETURN - CALCULATION OF TAX ON JOINT ~ ~ ~"/ ~ ~L) l 1 LINE 1. Date Established 1 S~' ~' ~ $ s~ 2 2 2. Account Balance ' 2 (i J~ X ~ S f 1 3 - Percent Taxable -. 3 /, $ Z '~ ~ Z' ~ " 4 4. Amount Subject t o Tax 4 _ / 5. Debts and Deduct ions 5 ~ ('~ -~ l' ~ / 5 6. Amount Taxable b `~ L'r"- 6 7 X ~ S ° C 7 7. Tax Rate 8. Tax Due 8 '~ ~ ~J--'-' 6 DEBTS AND DEDUCTIONS CLAIMED PART 0 neTF PArn PAYEE DESCRIPTION AMOUNT PAID _.. ; Z C' - -1 ! '' G!/U ~-~~fl L ~ ~-~ e~ NJ r ~"y27/ ~E_- GI.S ~ C , O i1 ~ 3 i ~ ~lh~ /'~!-: f ' i~a / C Y - ~ E= ,v "r a vE ~ ~ TOTAL Ctnier on une n u, do .,.,mr..~=~-~••- z ... ~ ~+ Under penalties of perjury, I declare that the facts ~d belief a t I reported above are ~ ~ true, correct and -o' ) ~ ~~ ~ ~ ~ S ~.y / Z = ~ j comg3'e~ Ito the best my ( . r ®,~ge now - ~_.. ~ ~~ .,,~.~$~ ( „ LC~ -~ ~lr~'%~L...~'~_.. : ~ ~L t WO R K ( ~ Z 2 L~ /' % 2 TAXPA ER SIGNATURE ( .. . . TELEPHONE NUMBER D TE Affinity Group /~ l ~ 111 j' i N ~ L -~ ~~ ~.,~G_ /~... ~ ~ !'~~'y`,j ~:. Member_;r< ~ ~ [y'i x, ~ • .J_ S Membership ID Code In this Agreement the words you and your refer to the Purchaser and Co-Purchaser, if any, signing this Ag[eement The wads we, us and om refer to tbe Funeral Provider or Seller whose name and address appeaz above. For good and valuable consideration, which each party acknowledges receiving, you agree to bay the goods and services described below. You authorize us to prepare and caze for the body of the decedent named in this Agreement and to conduct the funeral and services and inau the charges listed in said Agreement We have the right to collect the total amounts due under this Agreement from any person who signs this Agreement as Ptud>asQ or Co-Ptuchaser. Charges are only for those items that you selected or that are required. If we are regairM by law Q by a o®etery or crematory to nse any items, we will explain the masons in writing below. If you selected a funeral that may require embalming, such as a floral with viewia~ you ~y have to pay for embalming. You do not have to pay for embalming you did not approve if you selected arrangements sash as duct atmation or tmmed~be 6nrlsl. If we charged for embalming, we will explain why below. SECTION I -SERVICES AND MERCHANDISE t MERCHANDLSE ' '- _ t . v' casket orAlrernativeContaina._.....:....__...•---• ...........::...:.... $ :-~ ~ ~ "/ FUNERAL DIRECTOR AND STAFF SERVICES ~ • Mannfaaurer/Supptier Basic Professional Service Fee ................................................. $ ~"~ 1 ~ -t. ~ ~~` Model NamdNamber PACKAGE PLANS Direct Cremation ...................................................................... Immediate Burial ...................................................................... Forwarding Remains to Another Funeral Home ...................... Receiving Remains from Another Funeral Home .................... CARE AND PREPARATION OF REMAINS Embalming ............................................................... Refrigeration .......................................................:..... Other Preparation ...................................................... (Describe) $ j ~' USE OF FACILITIES AND STAFF Use of Facilities and Staff Services for visitation (-days) $ ._~ 5 ~ ~ Use of Facilities and Staff Services for Service in our Chapel $ Staff Services for Funeral Service in Other Facility ................. $ `J Y ~ • ~ Use of Facilities and Staff Services for Memorial Service (without remains present) at our Chapel .................................. $ Staff Services for Memorial Service (without remains present) at other Facility ......................................................................... $ Equipment and Staff Services for Graveside Service ............... $ Other Use of Facilities and Staff .............................................. $ (Describe) TRANSPORTATION r ~. Transfemng remains to funeral home ...................................... $ .zJ 1r S ' Funeral vehicle @ ............ $ ~~ `7 -. d C. Family vehicle @ ............ $ Rower vehicle @ .......... $ , Service vehicle @ ............ $~ ~ C ~~ Additional Transportation: $ OTHER GOODS AND SERVICES Memoriai book ......................................................................... $ Service folder ............................................................................ $ Prayer cards .............................................................................. $ Acknowledgment cards ............................................................ $ ~ Memorial package .................................................................... $ Flowers ..................................................................................... $ Shipping container .................................................................... $ Cemetery .................................................................................. $ Crematory..r.....;........... .................... ,......................... $ ........ Material Species of Vlrood Type of Metal Weight/Gauge Shell Style Interior Exteria~r Color Outer Banal Conta®er____.__.._-._--_----.__ ............._.._._.. Mantrfacdaer/Strpplier Model Name/Nomber Material __ Manufacoua/Sopplier Model NamelNumber Material $ TOTAL SECTION I __~___.._._._.._---------._----------------- $ / SECTION II -CHARGES TO BE Il~ICURRED BY US ON YOUR BEHALF (Certain charges may be estimated - ` c" meaaa est®ated.) We chazge you for our services in obtaining those items madced with an "X." O Cemetery......__ ....................._ _..____........-._.-............ $ ^ Crematory .._.....__._._._ _____~.._..........._ ............... $ O Flowers.....---_.__.__._..._______. ____._....__-----•---------------- $ ............................. ^ Obituary nonces_____ ...................___..._...._»_ $ , 4~~1 1 (. ^ Escorts.._....____»__-__.~ ~ ~. ___ _ ._ y ~ ^ Certified copies _.~._._.:-_._ .r..- _- ........................... $ - .: , d Outside Fnneral IAret~or's Fspca9e ____•-..-- ................•--• $ ' ^Clergy/ReligioasFac7ay_ .-° ............... - $~.r7 ~': c L~ -_._._......_....._....-_.........- ^ Musicians mSingers $ ^ Pe-rm~its./...-----.1i------ `' ................... $ - $ a $ ^ $ ^ $ / r ~~ ~ `'L TOTAL SECTION II _.___._.__._.__-_------- ..................... $ -. '' ~ ~~' : C~ ~' TOTAL SECTION I CHARGES---...-. ___ . ~~' TOTAL SECTION II CHARGES-.--....._--------------•-••-•-•-•- $ - TOTAL SECTION IAND II CHARGES___•-_--•---•.-•---••- ~, r C -~ ~ , - . Y f Purchaser's Initials ~ Date witness' Initials & Date White -Funeral Home Copy Yellow -Receipt for Family Pink - Acoormlmg Copy FORM FUN OOtt4 REV. (01/07) /20!12 Check #5524 - 06/24/2011 Check #5524 - 06/24/2011 - $150.00 r ~, h f~AT F~~NN BAN%C ~1 031.0$7$4-, ~ 0r~12:~; ~G1 '~ 007004 000t~0~87~0 Q . ,.,, ~~~~ ~:~~nay©un~, a~ ~>>,o-2~0 FOR ~'11~` tc. /~!r J-' ~ 7Cy .~T -~ ~~ ='-c- i ~:~~138jL16~:554 ~~p451~,3~0~5~' bQ81 1112313 MY TO TiiE OATS ORpER O cS ~ ~ /,.Sd. '- ~ o•~~ _ ©° DAVID C. FAUST-- KAftEN E. FAUST 214 W. WALNUT TREE QRNE Fil/~,NDON, PA 1®510-pG2O .~ /20/12 Transaction Details My Profile i Transaction ~etd1~S _.. Biking Address: 214 W WALNUT TREF DR , BLANDON, PA 19510-962014 f I Merchant Information faustino@ptd.net ~ I TEMPLE FAMILYRESTAURA j View profile ~~ ' ! TEMPLE,PA 19560 Chance address ~ ' ---' '~ _.~_ ,.. 7;ountryCode Account Summaryfor DAVID : US -United States C FAUST 5348 ~„x,,,,,,,,,,,, Ofiginal.Acct # _ ..._ 5348 Total Credit Lirrit #~ , ;%'Transaction Date 06/23/2011, - w posted On 06/24/2011 ' Current Balance ~ ' Transaction Type Purchase Available Credit ' Amount $533.82 Amount Overlimit ~~ Currency US Dollar (USD) Payment Due 0 3109 /2 0 1 2 Mn. Payment Due $220.44 Return to transactions list Past Due Amount $0.00 ~ Last Statement ~ l % ~ ~ ~ - ~ r ~' C .,i rf / ~/ 1 ~--~ ~ ance Ba ~. , . Last Statement 02/1 312 01 2 Last Payment Amount $216.70 Last Payment 02109!2012 View statements Pav online Register another account ~ Sian off My E-mai You have Reference Number Setua/ma 25247801174000529084353 alerts Merchant Description News 81 EATING PLACES, RESTAURANTS PavYour t uicken l View All M ~~ C ~ ! ~ i/' f. / / ~ ... ..~ ads '~ ~. ~w; .~.~. f'j ~ ~^~. ~~ i~ ^s ~ ,e C~ ~_. t _~1 _: ~~ "~ _~ 1J ~ e--~ _~ 7 ~. ~~ ~ • ~~ ~\ ~ -... ~`~ ~.,. ,_ i M1~ ,'~ `/ •~ ~~ ;` \•- 5f ~pp}~ ~'7 f~j s=j •t•3 t~t..~ t••' •r4 K .~ `~ v`d ~ U;,~ ~, ' 'y381NI1~ ~~ 1 ~Jn ~~) ~,i'~ ~1~-Id~~ i j~ ~f~31~ L 0 ~ I ~~~ ZZ 8~~ '!QZ T t ~~. ' , F{ ~. ~ F a I~V ~~ ~ „ ... , ~ , 1