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HomeMy WebLinkAbout03-02-12COMMONWEALTH OF PENNSYLVANIA REV-1162 EX~11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 015654 MEIK BETTY L 15 W LOCUST ST ENOLA, PA 17025 ACN ASSESSMENT AMOUNT CONTROL NUMBER fulC ESTATE INFORMATION: ss-v: 226-~ s-i 53s FILE NUMBER: 2112-0275 DECEDENT NAME: CARR OTHA B DATE OF PAYMENT: 03/02/201 2 POSTMARK DATE: 03/01 /201 2 COUNTY: CUMBERLAND DATE OF DEATH: 1 1 /06/201 1 TOTAL AMOUNT PAID: 12111950 ~ 533.20 12111951 ~ 533.20 REMARKS: 566.40 CHECK# 109 INITIALS: HEA sEaL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES , ~~ I}-j ~ .'-~-~( ~~' (~ AND FILE N0. 21 PO BOX 260601 pennsyl ~ ~f ~ ACN 12111950 HARRISBURG PA 17128-0601 DEPARTMENTOFR ~ 1~ ~~; ~ !'fi'/~rCPAYER RESPONSE DATE 02-20-2012 REV-1543 E% AFY (05-11) CLERK Of ORPHAN'S UO;JPs T CUMRE?k a~~r C() . PA ERNEST L CARR JR 15 W LOCUST ST ENOLA PA 17025-3027 EST. OF OTHA B [:ARR SSN 226-•18-1539 DATE OF DEATH ].1-06-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FCIRMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17'013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. SUSQUEHANNA 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 FDR FILING AND PAYMENT INSTRUCTIONS Account No. 1107787509 Date 11-29-2006 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 1 ~ 327.90 payment to the Register of Wills. Make check " payable to Register of Wills, Agent". Percent Taxable X 16.667 Amount Subject to Tax NDTE: If tax payments are made within three $ 2 2 1 • 3 2 months of the decedent's date of death, Tax Rate ~( ~ 15 deduct a 5 percent discount on the tax due. Potential Tax Due Any inheritance tax due will become delinquent $ 3 3.2 0 nine months after the date of death. P~r ~ TAXPAYER RESPONSE ` UR TO O WI U I N FF I S ~ ~, A. ,~/ lyl The above information and tax due is correct. ~J Remit payment to the Register of Wills with two copies of this notice to obtain CHECK a discount or avoid interest, or return this notice to the Register of Wills and C 0 N E ~ 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 Pen l i i h 0 N L Y nsy van a n eritance tax return 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. p2 T If indicating a different tax rate, please state ~~ ~ D' ~ AL USE ONLY ~ AA~ ^ relationship to decedent: PA D A MENT OF REVENUE TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS pAD LINE 1. Date Established 1 ~ 1 2. Account Balance 2 $ ~~ 2 3. Percent Taxable 3 X ~ a' 4. Amount Subject to Tax 4 $ \~ ~ 5. Debts and Deductions 5 - ~ 5 6. Amount Taxable !, $ ~~ 6 7. Tax Rate 7 X 7 8. Tax Due g $ 8 PART 0 DATE PAID PAYEE DESCRIPTION AMfItIAIT DA7T1 Under penalties of perjury, I declare that the facts I reported above are true, correct and com to to the es of my owledge and belief. HOME C 7 (~ ) 0 - WORK C ) ~ d4 ~©!a- TAX~AYER SIGNATURE TELEPHONE NUMBER DATE DEBTS AND DEDUCTIONS CLAIMED ..~ .cn~er un a ne s or lax r:omputation) g ~ PENNSYLVANIA INHERITANCE T ;~}(',k QF INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES C ) Y Po Box zaocol Pe , ~f~'1%~1111' ~!q 1 ~ AND HARRISBURG PA 17128-0601 DEPAR ~t~;F:R~ueNU~-` TAX PAYE R R E S P O N S E REV-1543 E% AFP f05 -11) .f i~ ~ ~ ~~C ~R '" CLERK OF pRPHAN'~ uQU~TPP ~~~~)F~1 ~~~..f ,,~ . EST. OF OTHA B CARR SSN 226-18-1539 DATE OF DEATH a1-06-2011 COUNTY CUMBERLAND REMIT PAYMENT AND F~DRMS T0: BETTY L MEIK REGISTER OF WILLS 15 W LOCUST ST 1 CDURTHOUSE SQIJARE ENOLA PA 17025-3027 CARLISLE PA 1'7013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. SUSQUEHANNA 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 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. 1107787509 Date 11-29-2006 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 1 327 90 payment to the Register of Wills. Make check . ~ payable to "Register of Wills, Agent". Percent Taxable X 16.667 NOTE: If tax payments are made within three Amount Subject to Tax $ 221.32 months of the decedent's date of death, Tax Rate ~( ~ lj deduct a 5 percent discount on the tax due. Potential TaX Due $ 33.20 Any inheritance tax due will become delinquent nine months after the date of death. P~T 1 TAXPAYER RESPONSE ,~ arnl~rr r T ,T A. © The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this 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. 0 N E ~ B L 0 C K 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 3~ below. PART If indicating a different tax rate, please state relationship to decedent: TAX RETURN - CALCULATION LINE I. 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 $ S X 4 $ 5 6 $ 7 X 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 complete to the best of my knowledge and belief. HOME C 7/`J:1 'ry~oj ~~~/ ~~.~0~~1'12a~~ WORK C :I o? <?>~/ TAXPAYER IGNATURE TELEPHONE Nl1MBER DATE FILE N0. 21 ACN 12111951 DATE 02-20-2012 ~F.F I C'T~f~ U O N#. PA DEPARTHE~]Cai' OF REVENUE PAT7 TOTAL (Enter on Line 5 of Tax Computation) & ay 1 ~~ .a ___ ~ N "~~ ~= N '~; t c,. f ;1 ~ h+• {~k ~} ~. ti .... :.. Q cr. c,i... ~ C i:_.;; . . ~2 Q t~, ~; ~~ 61 ~~ ~ G Z \ ~ 0 ~ j. ~ ~ 0~~~ ti a .~ ~~~ • ~ ~t a ~~ ~« ~~.; r,1 '~ ~v ~ ,~ ~~ ~ ~. ,..; tip '°:J _,.~ ! ^x i J