HomeMy WebLinkAbout03-06-12PENNSYLVANIA INHERITANCE T
BUREAU OF INDIVIDUAL Taxes I N F O R MAT I O N N O T I C E
PD Box zaB6o1 pennsytvania AND
HARRISBURG PA 17128-0601
DEPARTMENT OFREYENUE T AXPAYE R R E S P O N S E
REV-)545 EM APP (05.1{)
FILE N0. 21 ,` '~~
ACN 12111362
DATE 02-17-2012
TYPE OF ACCOUNT
EST. OF DONNA F HOFFMAN ~ savlNGs
SSN 195-28-0030 ® CHECKING
DATE OF DEATH O1-•23-2012 ~ TRUST
~ COUNTY CUMBERLAND ~ CERTIF.
*~ CATHERINE $ d,REELEY REMIT PAYMENT AND FORMS TD:
402 CROSSROADI SCHOOL RD REGISTER OF WILLS
CARLISLE PA 17015-4435 1 COURTHOUSE SQUARE
CARLISLE PA 17013
SUSQUEHANNA BANK prpvided the department with the informa tf on below, which was used in calculating the inheritance tax due.
Records indicate ti)at at the dea~~ttn of the strove-named decedent, you were a joint owner/beneficiary of this account. If y0U are the spouse of the
deceased and any amount othr than zero is reflected below on the Potential Tax Due line, note no tax may be due, but you must
notify the department of yo r relationship to the deceased by checking Box C in PART 1 below and writin
if you oelieve the information i incorrect, please obtain written correction fr m h fi
it to the above address. Pleasei call 717-787-6327 with questions. o t e nan[ial institution, attach a copy tooth e forlm aA dTr turn
_ COMPLETE PART 1 ~ELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account Ho 10009 40213 Date 10 28
2 0 1 1 To ensure proper credit Yo the account, two
Establishetl copies of this notice must accompany
Account Balance $ 204 , 793.66 paynent to the Register of Wills. Make check
Percent Taxable X payable to "Register of Wills, Agent".
100.00
Amount Subject to Ta~C $ 204,793.66 NOTE: If tax payments are ^ade within three
TaX Rate X months of the decedent's data of death,
. 0 4 5 deduct a 5 percent discount on the tax due.
Potential Tax Due '~, $ 9 P 215.71 Any inheritance tax due wil~
cone delinau~
PART nine months after the date ~n th.
i TAXPAYER RESPONSE ~.~j -...
11:ILUftE'~,TO; RESPOND W~r~' ;I?>;SU1.T :Tk1 `AN;; UEi~Xr~IAL TAX- ASSESSMEA~T~~r~-- aCl ~`~
A• The above infornation and tax due is correct. ~ ~- a--"
Remit paynent to the Register of Wills with two copies of this notice to obtain ~x ~ r'~~T i^'
C C H E C K _J a discount or avoid interest, or return this notice to the Register of Wills and-` (~
O N E J an official assessment will be issued b . J C
y the PA Department of Revenue. ;~ C Ti
BLOCK B. ~ ~fhe above asset has been or will be reported and tax paid with the Pennsylvania inh~i4~a* ~`n ~`..,` {fi
ONLY , r~
Filed by the estate representative, ce tax reQyOr '~"~
C• ~ he above informa ton is incorrenct and/or debts and deductions were paid. ~`~ ~~ 0
~omplete PART 2~ and/or PART 3lJ below. .~" --ry
PART If indicating a d fferent tax rate, please state
relationship to decadent: - DFFI~]
TAX RETURN - CALCULAtION OF TAX ON JOINT/TRUST ACCOUNTS PA DERARI
LINE 1. Date Established PAD y'~---=-->
1 -, 1 . ,
2. Account Balance 2 $ '-,-,~^--;----
3. Percept Taxable ~ 3 X 2 -.^^-7^^~-^^-~+.
4. Amount Subject to lax 4 $ ~ "'--"`.-"'^^"
5. Debts and Deductiohs 5 - 4
6. Amount Taxable 6 $ ~
7. Tax Rate 7 ~( 6. ..-_----=,
8. Tax Due ' $ $ 3
8 -
PART
a DEBTS AND DEDUCTIONS CLAIMED
DATE PAID Plnvcr
~~•, ~ rrs,urtea aoove are true, correct and
knowledge and belief.
~Z
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE REV-1162 EXI11-96)
BUREAU OF INDIVIDUAL TAXES
DEP7.2g0601
HARRISBURG, PA 1798-p601
RECEIVED FROM: PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 015565
GREELEY CATHERINE S
402 CROSSROADS HOOL ROAD
CARLISLE, PA 1701,5
fold
ESTATE INFORMATION: SSN: t95-z8-0090
FILE NUMBER: 21112-0179
DECEDENT NAME: H FFMAN DONNA F
DATE OF PAYMENT: 0306/2012
POSTMARK DATE: 03,06/2012
COUNTY: CUMBERLAND
DATE OF DEATH: 01X23/2012
REMARKS: RECEIPT TO NATTY
CHECK# 4010
SEAL
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
TOTAL AMOUNT PAID:
S8,754.93
INITIALS: HEA
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
BARK ~F~... ''~ ' ` :"-~`''[ ('~~
,. ,;~~ ~
Attorneys at Law
t ;~,~R "~ F'~ ~; 3J
,2
CH~RE~2 „
LLC CLERK C=
ORp~1AN'S ~„OJRT
David A. Baric ~~~~~F~~ ~ ~~; ,' ~~ PA
Michael A.. Scherer
19 West South Street
Carlisle, Pennsylvania 17013
(717) 249-6873
(717) 249-5755 -Fax
dbaricQbaricscherer.com
Tricia D. Naylor
Bret P. Shaffer
Register of Wills
Cumberland County Courthouse
1 Courthouse Squa~e
Carlisle, Pennsylva$~ia 17013
RE: '', Estate of Donna Hoffman
No. 21-12-0179
March 6, 20:12
Dear Register:
Attached please find a check in the amount of $8,754.93 made payable to your office.
Also attache find two (2) copies of the Pennsylvania Inheritance Tax Information Notice and
Taxpayer Response orm.
If you have any questions or would care to discuss this matter in more detail, please contact
me.
Very truly yours,
DAB/j 1
Enc.
cc: Catherine Greeley w/Enc.
File
BARK SCHERER LLC
~•
David A. Banc, Esquire
da b.dir/estates/hoffman/~egisterofwills.ltr