HomeMy WebLinkAbout02-07-12~ ~ PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE ~ '~-((cG
BUREAU OF INDIVIDUAL TAXES FILE NO. 21
Po eox zaocol enns lvania AND
HARRISBURG PA 17129-0601 p y ACN 1210727$
DE PARTMENT OF REVENUE TAXPAYER RESPONSE DATE 01-31-20],2
REV-1543 EX ~FP (05-11)
EST. OF ANNA M LINE
SSN 18~i-38-1940
DATE OF DEATH 09-13-2011
COUNTY CUMBERLAND
REMIT PAYMENT AND 1=0RMS T0:
LARRY L LINE
430 DELP RD
LANCASTER PA 17601-2814
REGISTER OF WILLS
1 COURTHOUSE SGlUARE
CARLISLE PA 1.7013
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
SOVEREIGN BANK provided the department with the information below, which wa_. 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 I BELOW * SEE REVERSE SIDE FOR FILING AND P~YINENT INSTRUCTIONS
Account No. 289 1 0 251 05 Date 01-09-1979 To ensure prover credit to the account, two
Established copies of this notice must accompany
Account Balance $ 1 ~ 185.84 payment to the Register of Wills. Make rhork
payable to "Register of Wills, Agent".
Percent Taxable X 50.000
Amount Subject to TaX NOTE: If tax payments are made within
$ 5 9 2. 9 2 months of the decedent's date of death,
Tax Rate ~( , 15 deduct a .5 percent discount on the tax
Any inheritance tax due will become de h.
Potential Tax Due $ 88.94 nine monthhs after the date of death. ~ s u
PART TAXPAYER RESPONSE _W `x~ n _N
IL~4iR'6 ,7~' ~E$P~}~{D ;~I~LL.~~,jtES~i1.~T~1.I~i~,,;~~~~~~tEIAL .~'AX _ S,ErSSIT w,~ ^ ,~^T, O
C rW `.'
A. ^ The above information and tax due is correct. „~ Q x w '-" z Z
Remit payment to the Register of Wills with two copies of this notice to obtain W "~ `C <
CHECK a discount or avoid interest, or return this notice to the Register of Wills and ~ ~ ~ Ca.J
an official assessment will be issued by the PA Department of Revenue. ~ ~ ~ x ~-
ONE ~ `~ x N
B L 0 C K B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania inheritance ta~~
0 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
a 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
1
2 +~
3 X
4 $
5
6 $
7 X
g $
~` t]FFIGIAL USE UNLY~;;
PA"D~f~hR~#EMT ~~.~
PAD `'~
1
2,
- 3 ;~~~ - -
4'
b'
7
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE ~ DESCRIPTION ,. AMOl1NT Pern
C G~k ~ ~,
.~ L11IC ~ ur i ax t,ompucailon) $ ~
Under penalties of perjury, I declare that the facts I reported above Ia~re~ytrue, correct and
complete to ~tlheObes~tlof my knowledge and belief. HOME C /~/ ,) 569-~~~b ~/~/~
°1 WORK C :1
AXPA
o(~n(un~ TELEPHONE Ni
DATE
Balances
Interest
Paidahis Period';- ,
Earned this Period
5 0.01
i 0.01
A Yretd Earned
Paid Last Year
001%'
Paid Yeai To-De1e
50.10 50.12
"T'he interest earned and the interest paid may diner deperrritg on when interest is credited b yoar aocorxrt.
Se[Yice Fees - IEem®Bd
Date ~ Transa Fee
Total
tiAONTFti:Yt1AA1NTEtuerart.~ _ 10h3Ji1 1 15
00 0`
FEES WANED 10l13li 1 .
i 15.0
Total -i5.00 - 51500
So.tlO
Checks Posted
Check # Owe t'aid Amorrrd Reterarrce Check t Dabs Paid Amourrt Refr~nce
7031 a&tSS'1" .-: t3763i9960
i Chedc(s} Posted = St3il1s7 _
An asterisk (~ indicates a skip ~ ctreck rpe rrbers. An (E) indicates ctreck was carvrsrted to an electronic item
ACCOtJnt Att~Vlt~/ .
Date
Additions Subtractions ga~~g
09-14 Begirmirrg Batarroe
09-26 CttECK 7031
~ 51,185.134
10-03 US TREASURY XXSOC SEC 100311 ig495f"
- Si36,33
D~ 51,075.00 O~ /Li~ ~i 51,411.33
nicee z of ~
Zavin2s~ns
Account # 2891025105
LARRY L LINE
saw t~eroa 1QH4n1 To 11n3n1
sovi a ce~ciaws
Foryoernor~snae aWr Cusaomer co.,ract Gender
is ava~7a6~e iiom 7 am - 8 pm EST, 7 days a week
(:a/ us at i-8T7~OY-BANK (i-87]'-T68-2265).
f'fesrinF ampavsd may eaY i-800-428-9121(TFY/TDD).
ooa~ tt~aaot~ wwM! so~rersigr~ltoom
ANNA M LINE
LARRY L LINE r o 0 0
430 DELP RD ~ 013 0
LANCASTER PA '1760'1 2$'i4
90006149
ANNA M uNE Account # 2891025105
LARRY t LHHE
Batances
;~1;4t'13~I Current 13a~anoe x.35
.~„~, + t0 01 Average oaiy t3atarwe 31,237.95
11,075.00
Interest
Farmed ttxs Perad ~ OA1 AnnrreF tad Earned r9 C,i%
S 0.01 Paid Last Year 30.12
Paid Year To-tie S 0.11
'Ttre u>Mar+est earned and'the interest Paid may differ depending on when urberest is credited to your acoourrt. ,, - _
S~IC@ ~~ - ~~ Da1e # Trarwacliorw Fee Total
_ ... .
Y . r ~ ~" 1111{Yii ' . 1 _ 15.00
i15.
~S WAS 11110J11 1 -15A0 - i15 00
Total
f9 il9
A~00011rit /~CtlYl~
late ~ /Idditlorrs Srrbtractio~ t3aferres
10-14 Begimdng Balance 31,411.34
~~ 11-0~ ~ tf~-l~tF,.AS 3Q'~ 80E S`E~~ #~1p31 1 , ~ ~ ~ x,`0%5.00 j396.34
<i
FRgC 1 ~2 ~ww(~pe.trali.a.rFnc.eaa~+dMar..a r6~o~yweeoo srrwr.swl~.i~auaaioyoam saarnasraaaa
y..`~yr"°d°""'rae~°""d'a.ta°e'r.°"•«+'~'"a«''+.~+•«^++~.~hwuiasws~ea.. 2891025105
~+ m.rYc Aawipr fi.a.+.co.e..e..~oaa.
ANNA M LHVE Account # 289f025f D5
LARRY L LINE
Your atxotlnt is currently at a zero balance. ff your account remains at a zero bala-we for filwo entire
statement periods with no activity. your account may be dosed. Please deposit funds infix this account
quickly to prevent it from dosing. If this account is n~ meeting your needs, it would be our pleasure to
discuss other options with you.
B~noe X136:35 t;.ttrrettt Balata~t3 ~}pp ,-
`~ 5 + f~1.00 Arerage Uaiiy i3~sttoe 31.237.95
Pagel ~ Period'` i 0.00 Ate Yield Earned Q00%
Farted flan Penrod i 0.00 Paid Last Year 10.12
Paid Year-To~78ts t fat "
`The inttrest earned and the interest paid may diner depertdmg txt when is taedited to yetur aocourtt.
lactount Actlf/1ly
i?ale /WdiBorta Subtractions Babtnre
t 1-t4 Bsgirtn;ng Balartoe ~~
1f-18 CLOSHiG Ti2At+lS~AGTiON ;33&35 x.00
42~t3 Ending Balance
SQ.00
iN CASE C)F ERRORS OR QUESTIONS ABOUT YOUR ELECTRONIC TRANSFERS
CALL YOUR CUS7iDMER SERVICE CENTER AT THE NUMBER SHOWN ON THE TOP OF YIJUR STATEMENT OR WRITE TO THE BANK
FOR DEBrT CARD ISSUES:
Sovereign Bash
Attn: Card Team
MA 1 M$3 02
P.O. Boat 131002
Boston MA 022E3-I002
FOR ALL OTHER ELECTRONIC TRANSFER ISSUES:
Bann
Aria: Relations
10-~2t-CRl
P.O. BOX 12646
READING, PA 19612-264b
Please contact us if you think infamatioe about ~ dexakaaic transfer on your siateartart or receipt is wrong or if you need addihiooal iofomretion about
an eMctrottic transfer oa the statanart or receipt. We must her from you no Ia6er than 60 days after we sem y~ the FIRST ststanda on which the
error appeared.
• TeN us your aatte and aoooatt number. • Descr~e ~ elertrronic transfer error err the electronic transfer that you are unsuro about and
• Tell us the dollar amount of the suspxted error. in as clearly as you can why you believe: there is an error or why yar need further
m
If you tell us orally, we may regnue you b send Yarn cartptaint err question in writing within 10 business da~5.
We wr31 promptly investigate the matter and caN a write b you veldt m answer within 10 buspkss days If we Hoed mere time, we take up k- 45
~ b ~~ov~~ Y'om' t a 4r+m~. If wr do, we w~ aedR your account witlrin dris 10.day period Con the enomrt Yon Ih®dr is_ in error, so
you wiN have dre nse of the money g dre time rt takes us b complde om~ iw~tioa. if rwe ash you to pnt your mart or ga~hon in writing
and we do not receive it within 10 busoress days, we may eboose aa2 to credit you aabunt.
For errexs imdving new aaoouwts, point of sale purd~ or foreign transaGions, we may take up to 90 days b inwst~e Your oomplaiat or
question. For new ; we may ~ ep b 2li business days to credit you aooormt for the anount yon Think is err error.
We wiN teN you the r~ eF oru atvesrigatioe witbat 3 brainess days niter ottrvton. if vre decide there ~ ito error, vve wiN
send yar a written explat~ioo. Yon may ask for copies of the dowrrrents we need in oru Eton.
ITV CASE OF ERRORS OR QUESTIONS ABOUT OTHER TRANSACTIONS Old YOUR STATEMENT
You must cursed us whin thety (30) days alien yar receive; Y'qa' srat~teat if you think a trarsection, other than an electronic trae;fer. shown on
your staterrreM a wrong or ifyon Hood more information about else tratssdion.
Yoe nor oorriacx you nearest branch or our Cusmmer Corrixt Ceruex at 877-SOV BANK Cts6omers with visual inrpairmexas may call
&OO~ZE-'9! 21 (T1YlfDD). We wrli bv~tigate Yore dispute and 1eN you the rewits of tlr~aives~ioa.
page 2 012 289102SIOS
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