The URL can be used to link to this page

Home My WebLink About04-05-12 (3)~ PENNSYLVANIA INHERITANCE TAX ~~~ INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES ( y, •~; -rs ,~~, ,. FILE NO. 21 11 - 07$8 Po sox 2eo6o1 pennsy ~n#a_ ~ / , '`~',~,~' r1~~~/y/(~/~p~lw~X AN DR S ~i^~-1,,' ACN 11149956 HARRISBURG PA 17126-0601 DEPARTMENT OF ~I xlJ11F ( ~ ~ !~~~`, RE V l~~ IY~ I ~l.C ~~ ~__ * x DATE 08-30-2011 REV-1543 Ex AFP (05-111 ~ ~ ~ ~ "~'~'~ TYPE OF ACCOUNT w'~€!~ `~~~ _~ ~`~,' ~~ ~"~ EST. OF MARGARET E FISHEL ~ SAVINGS SSN 168-24-2983 ~ CHECKING C~E~i~ ~,; DATE OF DEATH o7-05-2011 ~ TRUST Q~p~~#a~~ ~ `vtit;Ffr COUNTY CUMBERLAND ~ CERTIF. ~~'~~[~.`-~~ ~ !~,~,~ PA REMIT PAYMENT AND FORMS T0: VIKTOR FRAZIER REGISTER OF WILLS 4605 SEARS RUN DRIVE 1 COURTHOUSE SQUARE MECHANICSBURG PA 17050 CARLISLE PA 17013 MEMBERS IST F CU 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 ~s 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 PAYMENT INSTRUCTIONS Account No. 245053-57 Date 03-02-2010 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 $ 1 , 947.03 payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 973.52 months of the decedent's date of death, Tax Rate X .045 deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential TaX Due $ 43 • 81 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. ONE C B L 0 C K B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return O N L Y f led by the estate representative. C. ~e above informs ion is incorrect and/or debts and deductions were paid. PART ~ below d/ PART ~ Complete . an or 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 3 X ~- PAD OFFICIAL USE ONLY U AAF PA DEPARTMENT OF REVENUE 1 z 3 4 5 6 8 PART DEBTS AND DEDUCTIONS CLAIMED 3^ TOTAL (Enter on L1ne 5 or (ax E,o mputauon, Under penalties of perjury, I declare that the facts I reported above are true, c rre~f and complete to the best of my knowledge an elief. HOME C ~/ ) ~~~"~ ~ ~r ~~''f s~~~L~ WORK C ~J`!~ ) d .r TAXPAYER SIGNATURE TELEPHONE NUMBER A DATE PAID PAYEE DESCRIPTION AMOUNT PAID St MEMBERS 1St FEDERAL CREDIT iINION August 22, 2011 PA Department of Revenue Bureau of Individual Taxes ATTN: Robin Graff Dept. 280601 Harrisburg, PA 17128-0601 RE: Notice Of Decedent Account Status Correction Dear Ms. Graff, A Notice of Decedent Account Status form was submitted on July 18, 2011 for Margaret E. Fishel with a date of death of July 5, 2011 and a social security number of 168-24-2983. The account listed is 245053-57, Joint Time Certificate. Originally this was submitted to you without a rollover date in error. Certificate 245053-57 was a rollover from certificate of deposit 245053-42, originally established on 03/02/2010. Viktor Frazier was listed as a joint owner on Certificate of deposit 245053-42 as well. Please update your files to reflect this rollover date. Please do not hesitate to contact me at 795-5131 should you have any questions. very truly yours, ~~~ ~~~ ~ Leigh-Anne Stallings Lending Insurance Support Specialist cc: Pamela Frazier, Executrix 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org ~'~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21 11-0788 BUREAU OF INDIVIDUAL TAXES ~-~ PD BDX 266601 Pennsylvania 11149956 HARRISBURG PA 17128-6601 DEPARTMENT OF REVENUE TA)[p~~[Fg ~~Sp~s~ ACN * * # -jZ I$ED TI * ~ DATE 08-30-2011 REV-1543 EX APP (OS-ll) TYPE OF ACCOUNT EST. OF MARGARET E FISHEL ^ SAVINGS SSN 168-24-2983 ^ CHECKING DATE OF DEATH 07-05-2011 ^ TRUST COUNTY CUMBERLAND ~ CERTIF. REMIT PAYMENT AND FORMS T0: VIKTOR FRAZIER REGISTER OF WILLS 4605 SEARS RUN DRIVE 1 COURTHOUSE SQUARE MECHANICSBURG PA 17050 CARLISLE PA 17013 MEMBERS 1ST FCU provided the department with the information below, which was used in ca cu'ating 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 art 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 =opy to this form and return it to the above address. Please call 717-787-8327 with questions. CDMPLETE PART 1 BELDW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 245053-57 Date 03-02-2010 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance ,~` 1 , 947.03 payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax 973.52 months of the decedent's date of death, Tax Rate X _ .045 deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax DUe $ 43.81 nine months after the date of death. PART TAXPAYER RESPONSE 0 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 C H E C K a discount or avoid interest, or return this notice to the Register of Wills and 0 N E an official assessment will be issued by the PA Department of Revenue. B L(lC K ~ 8. \, The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return D N L Y filed by the estate representative. C. ^ The above information 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 relationship to decedent: TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST LINE 1 2 3 4 s 6 Date Established 1 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Amount Taxable 7. Tax Rate 8. Tax Due 2 S ~ .~ 3 X S~, G`1o 4 s a . ~~ ~~ s - .--~ 7 X •~ CIL OFFICIAL USE ONLY [~ AAF PA DEPARTMENT OF REVENUE 1 2 3 4 5 6 7 PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PArn ACCOUNTS ~ PAD iui,a~ Fencer vn amine ~ or iaX Computation) $ Under penalties of perjury, I declare that the facts I reported above are jtrue,/cJo/rrect and c lete,~to~ the best of my knowledge and belief. HOME C ~// ) /(P~`~l~y~~ lr~/~1~2L~ ~ - ~ ,/ W 0 R K C /' ) p ~' ~j ~1~ O TAXPAYER SIGNATURE TELEPHONE NUMBER TE Send Inquires to: St SODO Louise Drive Main Switchboard: (800) 283-2328 a ~~e' EZ Call: (717) 697-4372 or (800) 283-4372 Po Boxao Jun 25, 2011 thru Jul 24, 2011 Mechanicsburg. PA 17055 TDD: (717) 697-5312 or (800) 283-2328 ext. 5312 1~H57-5... Account Number: 124053 ME~MB~ERS1~ www.memberslst.org TeleBranch: (800) 237-7288 Page : 3 of 4 0057 -11 MONTH CERT Maturity Date - May,01, 2012 Date Transaction Description Additions Subtractions Balance Jun 25 Ba/ance Forward F~ ~ ~ ~Y Joint Owner: VIKTOR FRAZIER .l- 4 , 942.11 Jun 30 Deposit Dividend 1.100% 4.32 Annua/ Percentage Yie/d Earned 1. > 10~ from 06/02/2011 through 06/30/2011 Ju/ 24 Ending Ba/ance ~,ry~~~~ ~ ~ v ,~ ,`i ~ 't'~f~~~~ Q ~~ tf 9~~~ A ~ ,y/fit/ 4,946.43 4,946.43 0063 - 60 MONTH CERTIFICATE Ma/turity Date -Jun 10, 2013 ~q Date Transaction Description ~` ~`~~f ' ' ~f~ ~ ~ ~J~ ~ ~ &/ ~y ~~ 3 Additions Subtractions Balance Jun 25 Ba/ance Forward Jun 30 Deposit Dividend 3 500% ~ ! ~` 52.54 Annua/ Percentage Yie/d Earned 3.560"/o from 06/01/2011 throw h 06/30/2011 Ju/ 24 Ending Ba/ance -~ i (~~ 3 ~ ~, G~ ~ ~( , ~1~1 x 3 6~ ~ +~ ~ ~t~ y~~ ~~~ ~~ ~ ~ ~'' ~ /~~~~ 18,265.40 18,317.94 18 , 317.94 0064 -15 MONTH CERT Maturity Date -Oct 29, 2011 r ~ / Date Transaction .Description ~ Additions Subtractions Balance Jun 25 Ba/ance Forward Jun 30 Deposit Dividend 1.590% ~ ^ ~ o ` 4.24 Annua/ Percentage Yie/d Earned 1.600 from 06/01/2011 through 06/30/201 > 1 ~°' Ju/ 24 Ending Balance 3~ aIf q, 0 0~ ~ , ~ l S~ X '~`~aJ. ~ ; ~ ~~ ~~ ~~ 3~~ ~C~' ~ ~ ~ ls~~/ 3,244.78 3,249.02 3 , 249.02 0065 - 9 MONTH NO PENALTY CE % atu~~ D ~ ate - M a~r 09, 2012 ~ ~3 S~(`'3 ~ . ( /~ r~ d Date Transaction Description ~ Additions Subtractions Balance Jun 25 Ba/ance Forward ~ +~~ 23,534.25 Jun 30 Deposit Dividend 0.600% ~ 7.35 °" 23,541.60 Annua/ Percentage Yie/d Eamed 0.600 from 06/ 12/2011 through 06/30/2011 ~~"""'" """--~ , Ju/ 24 Ending Ba/ance `~a3 `~~ ~ 6(] x ~ ~Q f~ ~C ~' ~~~" ~ ~~ ~ ;;~ '~/ a~~ ~j y. 3~ ~"~"~~~ •~~5~/ i 23 , 541.60 0067 -15 MONTH CERT Maturity Date -Oct 29, 2011 ~ 3 ~s `~; ~ ~ t ~~~2'~ /1 ~~r'c,C Ica i~~ :~:: ~ ~ Date Transaction Description ~ ,,~ , Additions Subtractions Balance Jun 25 Ba/ance Forward r ~ ~ ~ 3,641.85 Jun 30 Deposit Dividend 1.590% / 4.76 3,646.61 ` Annua/ Percentage Yie/d Earned 1.600 from 06/01/2011 throw h 06/30/2011 .~ Ju/ 24 Ending Ba/ance ~~ - ~~ 4b ' ~ ' / 646 3 61 ~,~ % 1 ~ 0 ~ ~ .TJ1 p~ ~ 3~ ~ ,t ;,,~ ~ j~/ ~i ~~~t ~,~ , . 0071 -15 MONTH CERT Maturity Date -Nov 05, 2011 ,, ~ ~``-' Date Transaction Description ~ ~ Additions Subtractions Balance .iun 25 Ba/ance Forward Jun 30 Deposit Dividend 1.590% ~ ~ ~3 ~ 4.23 Annua/ Percentage Yie/d Earned 1.600 from 06/01/2011 throw h 06/30/2011 Ju/24 Ending Ba/ance~3ia31',~l x ,'QlS~d/ X '%~~(a~ ~ gyp, ~"{ 3a3~, ~ f• ~'/s/f' 3,233.88 3,238.11 3,238.11 0072 -15 MONTH CERT Maturity Date -Nov 05, 2011. ~l` ~,~ ~ ~ Date Transaction Description -1 Additions Subtractions Balance Jun 25 Ba/ance Forward ~ L Jun 30 Deposit Dividend 1.590% ~',T ~ 19.21 Annua/ Percentage Yieid Earned 1.600"/o from 06/0.1/2011 through 06/30/2011 ~"` i-"" -"- Ju/ 24 Ending Ba/ance ~/~ ~/I,5 ~,s X ~ ~ -'~ ~ ~-~ ~ `~ ~~ ~ ~~ 7,~` ~~ ~ ~" DlvyX ~ 3~s -- ~~a s ~ ,~ 14,696.33 14,715.54 14 , 715.54 0073 - 19 MONTH CERT Maturity Date -Apr 07, 2012 ~ Date Transaction Description E Additions Subtractions Balance Jun 25 Ba/ance Forward '' `` Jun 30 Deposit Dividend 1.640% ~ "~ /~ ` 21.90 Annua/ Percentage• Yie/d Earned 1.650 from 06/01/2011 through 06/30/2011 ` _ .e-~ Jul 24 Ending Ba/ance ~~/ ~ ~ .~. ~ ~ ~ ~ ~1~~, ~ s~f ~~~~ ~ ~~~ ~~ ~ ~~ ' ~~ ~ ' ~ ~ F~rh ~~ ( 16,248.87 16,270.77 16 , 270.77 - - - Continued on following page - - -