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HomeMy WebLinkAbout03-14-12 (2)~ PENNSYLVANIA INHERITANCE BUREAU OF INDIVIDUAL TAxEf'1L' I N F O R MA AND N O T I C E ~( Po Box 2eosol HARRISBURG PA 17128-0601 Q[~~~~j°~y{(~p~Ay~~ * * ~Ayp~y~ QESpj1Ns•~ !~T[ R1EY•-1?555 EX AFP^(105-1 ) -K I l1DTIGF- TAX FILE N0. 21 "" ~~..~/~ ACN 12115418 * DATE 03-13-2012 212 BAR 14 PM 2; ~ QNR~ ~'S CQURT ~/m~~~~. ~~~ ~n . BETSY S WALLACE 260 N.29TH ST CAMP HILL PA 17011-2904 EST. OF JOHN F WALLACE SSN• 182-4b-.183b.,. ~T~'°OF DEATH I0`-26-'~bll G¢jtNTY , CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WIiS, 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS . ~ ~.cN~.xIN~ 'TRUST CERTIF. SOVERE I6N 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 point owner/beneficiary of this account. If you are. the Spouse of the deceased and any`bmount other than zero 1s reflected beloTr on the Potential Tax Due line, note no tax may be due, but you must nottfy the~departeient of your relationship to the deceased Dy checking Box C 11T PART 1 below and writing "spouse" 1n 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 •---. -tY-#o-.tba~a8evr a94ress. - f]rasr~sda~-7i7-]83-832.7 wjth-<WesLjcns. .. _ ,,~ _._ _ _ ___ _ _ -- - -- _ _. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0601148541 Date 12-18-2008 To ensure proper credit to th• account, two Established copies of this notice must accompany payment to the Re9iater of Wills. Mske chock Account Balance $ 3, 000.02 payable to "Register of wills, Aeent". Percent Taxable X 50.000 NOTE: If tax payments are made within throe Amount Subject to Tax $ 1,500.01 months of She decedent's dat• of death, Tax Rate X , 00 deduct a 5 percent discount on the tsx due. Ary inheritance tax due will becofo delinquent Potential Tax Due ~ .00 nine months after the tlete of death. PART ... T PA,Y , ` RE S~~!1SE , . 1 - ., ~ ; - A. ~ The above information and taxjdue is correct.` Remit payment to,,#ha ~Rigi~iffp gf:;W~411; with two copies of .this notice to rebtain CHECK a discount or avoid interest, or return: this notice to the Register of Wills and D HE an official assess~ent will be issued by the PA ;Depart~ent of Revenue. [ ,BLOCK ~ B. ~ The above asset has been or will bo reported and tax paid with the Pennsylvania inheritance tax return ONLY filed by the estate representative. C. ~ The above informs ion is incorrect and/or debts and deductions were paid. Coavlete PART 2~ and/or PART ~ below. PART If indicating a different t rate, please state relationship to decaden t:_ .a,!'-~ L TAX RETURN - CALCULATIDN DF TAX. ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 2. Account Balance 2 $ _ _ _ ___. 3 -Parc.anl: T"iXSb3~ = - : ... 3":-~f: ~- _:_ . _ ,,__ _ :__ . 4. Amount Subject to Tax 4 5. Debts and Deductions 5 - 6. Amount Taxable 6 7. Tax Rate 7 X 8. Tax Due 8 ~ PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID. Under ponalties d!f perfury I declare that the facts I reported above are true, correct and complela to thb best of inY knowledge and belief. - HOME C~ i [ )"'~ 3 7 3 ~ ~_ WORK C~~ ~ r~ r113 8'39 _ ' ~~AYER I~~RE TELEPHONE NUMBER DATE TOTAL CEnter on Line 5 of Tax Computatia!n~ 4 ~ PENNSYLVANIA INHERITANCE TAX /~ BUREAU OF INDIVIDUAL TAXES }rr INFORMATION NOTICE FILE No. 21''1~~0J'~~.- PO BOX 280601 Pe ~ ~~~ ~~ AND ACN 12115419 HARRISBURG PA 17126-0601 pEpA ~~ r~ d's ',~ri4~e~ ~A~'E~~~ y~~~}~~NS~ REV-14#';eTt~~`r:~4-i, `."-• ' * * DATE 03-13-2012 ~~~ t~~R 14 PM Z~ ! o~w~s cou~T ~CN~lB~RL.ANQ GQ.. PA BETSY S WALLACE 260 >+1 29TH ST CAMP HILL PA 17011-2904 __._._ TYPE OF ACCOUNT EST. OF JOHN F WALLACE ,SAVINGS SSN- 182-4b-18'3`6 CHEGKINs DATE OF DEATH 1'0-26-21111 0 TROSr CQUNTX `: CUMBERLAND ~ CERTIF. REMIT PAYMENT AND FORMS T0:" REGISTER OF WILLS. 1 COURTHOUSE SQUARE CARLISLE PA 17013 SOYEREI6N 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 ware a point 4aner/beneficiary of this. aecaunt. 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 de~artmeht of your relationship to the deceased by checking Box C in PART 1 bet ow and writing "spouse" in PART 2. If you believe he information is incorrect, please obtain written correction from the financial ins4itution, attach a copy to this form and return _v,-.. ,. _ it to the abnxe -D9dzscs_._ _-Q]ease-sa31,.F~F-X87-.&327-with gygsLfnns. . __ _ _ COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 233408504.9 Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due ,00 To ensure proper credit to the account, two copies of this notica ^ust aeeompargr payaent to the Roeistor of Wills. Make check payable to "Roeistor of wills. Apont". NOTEt If tax payaonts aro aade within three •onths of the decedent's date of death, deduct a 5 ooreent discount on the tax duo: Aipr inheritance tsx>due will bacoaa dilinquent nine aonths'aftor the tlat• of tloath: ~. A. (~ The above intonation and tax duo is correct. u RoYit payment to Llka ~yigt,M of WS21ry,;~ith two eopias of this notica to obtain.. a discount- orawoid ints~gst, or rotur'n this;'nai3ao. to the Royi'ster of Ylilis' and an officail assass~ant-will tioissued by the PA popartrbnt of Revenue. B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax 1'oturn filed by the estate representative. C. The above info a ion is incorr ct and/or debts and deductions were paid. Complete PART ~ and/or PART ~ below. PART If indicating a different rate, lease state relationship to decedent: TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Data Established 1 2. Account Balance 2 ~ -_.. ... ,~_ ~_ ~:`pSFLciAt'Taxablo-'----- ~'~~'~: ='„ ' .- _ ,:__ - :_~ ~_ __ 4. Amount Subject to Tax 4 5. Debts and Deductions 5 6. Amount Taxable 6 ~ 7. Tax Rate. 7 X 8. Tax Duo 8 ~ PART DEBTS AND DEDUCTIONS C 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under panaltibs ofperjury, I d®claro that ~A• feats I reported above are true, correct and complete to he bat /o^~f~mY knowledge and belief. HOME C~~ )~,~ 73 /~~ z woRK J~, ~~ ~ ~ U3 3 d*3~ . _ ~XPA IGNATURE TELEP E NUMBER DATE Data 12-18-2008 Established $ 11,400.93 X 50.000 $ 5,700.47 )( . 0 0 yp w a`a k y~. - -y ~ f `' ~~+ ~~4~"~ ~ .~ • ~ ~ '~~'LL 1'A ~~ ~. ,: .~? •- ~.~ s ~"s t"".+ ~r,,1 *'" ~ ~' ~ ,., .~ ~~ i .r `~3 ~ ~- ~ ~~ . ~ r ~. ~ '~ ";, _, . ~ ~ K ~ ~r ~:,. ,~.~ ~. ,. ~"' .. :.",. ,,, .. .~. ;,,... Y ~~ ~~ ~. ~'y f A ~. { y ~_ j. ,.~ ~. ~~