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HomeMy WebLinkAbout04-09-12- PENNSYLVANIA INHERITANCE .TAX BUREAU of INDIVIDUAL TaxES INFORMATION NOTICE FILE N0. 21 11-1000 Po Box zaosol AN D WIRRISBUR6 PA Ir1zB-oeol ~~u~ ~ ACN 12120157 NTr~,arwep+i ~, TAXPAYER RESPONSE DATE 03-23-2012 ~~ ~f ,.~ , ~~~~ aPR -9 P~1 3~ ! CLERKt~ ORPfiRN'S GOURj a~-s~~_~~ cc~ , PA LOIS A FARRELL 263 W SOUTH ST CARLISLE PA 17013-2825 EST. OF JAMES K FARRELL SSN 297-14-5377 DATE OF DEATH 07-01-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SgUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST ® CERTIF. ORRST OWN .BANK provided the department with the information below, which was used in calculating the inheritance tax dub. Records indicate that at the death of the above-named decedent, you were a Joint owner/beneficiary of this account. If yO,U are the spouse Of the deceased aed any asaount other than zero is reflected below on the Potential Tax Oue line, note no tax Bias be -due, but You must notlfy`th~ de~Brt~ent of yauw relationship to the deceased by checking Box C in PART l below and writing "spouse" in PART 2. If you believe he 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. 4000035641 Date 11-09-2009 To ensure proper credit to the account, two Established copies of this notice t.ust accompany payment. to the Register of Wills, Make check Account Balance $ 26, 346.14 payable to "Register of wills, Agent^. Percont Taxable X 8.333 NOTE: If tax payments are made within three Amount Subject to Tax g 2, 195.42 months of the decedent's date of death, Tax Rate ~( , 00 deduct a 5 percent discount on the tax due. Any inheritaneo tax dw will becomi delinquent Potential Tax Due ~ . 00 nine mohths after tho' date of death. PART TAXPAYER RESPONSE 1 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 C -.ONE ~ an official assessment will be issued by the PA Department of Roverwe. BLOCK 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 zon is incorr ct and/or debts and deductions were paid. Comploto PART ~2 and/or PART L..-I below. PART If indicating a different tax rate, please state relationship to decedent: TAX RETURN - CALCULATION OF TAX. ON JOINT/TRUST ACCOUNTS LINE 1. Data Established 1 2. Account Balance 2 3. Percent Taxabls - _. 3„- X. 4. Amount Subject to Tax 4 5. Debts and Deductions 5 - 6. Amount Taxable 6 ~ 7. Tax Rata. 7 X 8. Tax Due 8 ~ PART 3^ DEBTS AND DEDUCTIONS CLAIMED Under p~nalti~es of perjury, I declare that the facts I reportOd above are,trtse,,,carrect-and complete to the bast of iAq knoxladge -end beliefi. HOME C X1'7 1 V~ w ~.'~ Z-3' WORK C ) ~~ ~~ ,XPAYER SIGNATURE TELEPHONE NUMBER DATE DATE PAID PAYEE DESCRIPTION AMOUNT PAID PENNSYLVANIA INHERITANCE TAX INFORMATIDN NOTICE BUREAU -0F INDIVIDUAL TAXES AN D PO BOX 280601 q~ ~ ~C HARRISBURG PA nits-Beol ~VF~~ G OF TAXPAYER RESPONSE FILE N0. 21 11-1000 ACN 12120160 DATE 03-23-2012 ?QI1 APR -9 Pti 3~ I - c~RK o~ C#iPh'rAN'S COURT ~u~s~~-~vQ r,~ . PA LOIS A FARRELL 263 W SDUTH ST - CARLISLE PA 17013-2825 EST. OF JAMES K FARRELL SSN 297-14-5377 DATE OF DEATH 07-01-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0; REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013- TYPE OF ACCOUNT SAVINGS CHECKING TRUST © CERTIF. ORRST OWN 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 ,ioint owner<beneficiary of this account. If you arQ;the SpWSe pf the deceased and any aPaunt other than zero is reflected Delow on the Potential Tax Due line, note no tax may be due, but you must notify the db~tartfBent of your relationship to the deceased by checking Box C 1n PART 1 below and writing "spouse" to PART 2: If you believe he 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 BELDW * SEE REVERSE SIDE FOR FItIN6 AND PAYMENT INSTRUCTIONS Account No. 400.0036224 Dat• 01 -06 -2010 To ensure proper credit to the account; two Established. copies of this notice ^ust accowpsny paywent to the Register of Wills. Make check Account Balance $ 13,5 82. 32 payable to "Register of Wills, Agent". Percent Taxable X 8. 333 NOTE: If tax paywents are wade within three Amount Subject to Tax ~ 1 ~ 1 31 . 81 . months of the decedent's dst• of death. Tax Rate X , 00 deduct a 5 percent diseourrt-on thi tax due. Any inheritance tax dw will becowe delinquent Potential Tax Due ~ . 0 Q nine wonths after the data of death. PART CHECK C ONE A. ^ The above inforwation and tax due is correct. Rewit paywent 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 an official assesswent will be issued by the PA Departwent of Revenue. BLOCK 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 infon ion is incorrect and/or debts and deductions were paid.. Cowplete PART Y and/or PART 3^ below. PART If indicating a different tax rate, please state -.relationship to decedent: TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Data Established I --~- 2. Account Balance 2 ~ 3. Percent Taxa4;lk, _ 3 X 4. Amount Subject to Tax 4 5. Debts and Deductions 5 6. Amount Taxable 6 ~ 7. TaX Rate 7 X B. Tax Due 8 ~ PART DEBTS AND DEDUCTIONS CLAIMED 0 DATE PAID PAYEE DESCRIPTION AMOUNT PAID 1 ~ 1 .TOTAL CEnta'r'cn Lin•'5:of Tax Computation) .i Under penalties of perjury; I declare that the fac#s I reported above are true, correct 'and 0o pieta tb the bast of mY knowledge and belief.- HQME C'~ F'j ~ Z-~ ~0 f~~'~/3 W'i~ Wt~RK ~ ) TAXPAYER SIGNATURE TELEPHONE NUMBER.. DATE '~' PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE No. 21 11-1000 BUREAU OF INDIVIDUAL TAXES Po Box zao6ol Y1C AND ACN 12120163 HARRISBURG PA 1718-0601 .,~~ ~ L~Jt" TAXPAYER RESPONSE ~~~~~ ~~ ~r ~~~ ~ DATE 03-23-2012 ~0l2 APR -9 PM 3~ ! ~~ Ql~HAN'S COURT t~tA~~~Rf..RND c~ . PA LOIS A FARRELL 263 W SOUTH ST CARLISLE PA 17013-2825 EST. OF JAMES K FARRELL SSN 297-14-5377 DATE OF DEATH' 07-01-2011 COUNTY. CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS- CHECKING tRUST ® CERTIF. ORRSTOWN BANK provided the department with the information below, which was used in calculating the inheritance: tax -0ue. Records indicate that at the death of the above-named decedent, you were a,foint owner/beneficiary of this account. If you-are the sp0us8 Of the deceased afid any amount other than zero is reflected below on the Potential Tax Due line, note no tax nay be due, bpt yyou must notify the de artment of your relationshfp to the deceased by checking Box C in PART l 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 SIIIE FOR FILING AND PAYMENT IFtSTRUCTIONS Account No. 4000036452 Data 01-25-2010 To ensure proper credit to tho account. two Established copies of this notice ^ust accompany Account Balance 15 649.07 payment to the Register of Wills. Make chock ~ payable to "Register of Wills, Agent". Percent Taxable X 8.333 Amount Subiect to Tax $ 1 , 304.04 Tax Rate X .00 Potential Tax Due ~ .0 0 P~r TAXPAYER RESPON 1 - NOTES If tax payments are made within throe months of the decedent's data of death, deduct a 5 percent discount on the tax duo. Argr inheritance tax due will become delinquent nine months after the date of tleath. A. ~ The above information and tax due is correct.. Remit payment to the Register of Wills with two eopies_of this notice to obtain CHECK a discount or avoid inters§t, or return this notice to the Register of Wills and C 0 N E ~ an official assessment will be issugd by the PA Department of Revenue. BLOCK 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 info ~a ion is incorr ct and/or debts and deductions were paid. _ Complete PART 1=1 and/or PART ~ below. PART If indicating a different tax rata, please state 2 relationship to decedent: TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Bstablished 1 2. Account Balaneo 2 ~ 3. _Percent Ta~abl=a, 3 X _ . ___ 4. Amount Subjaet to Tax 4 5. Debts and Deductions 5 6. Amount Taxable 6 ~ 7. Tax, Rite 7 X 8. Tax. Due 8 ~ PART DEBTS AND DEDUCTIONS CLAIMEI 0 DATE PAID PAYEE. DESCRIPTION AMOUNT PAID ~ ~ TOTAL tEriter on.Lino`5 of Tait Coeputmtion) t ~} ~ Under penalties of par~ury-I declare"Shat the"facts I reported above-lira true, correct and comlpl~~te~ta the bast of`mY'knowladpe and belief. HOME t /~ ~ o~~.~ ~~~^ ts~ ~~i~' WORK t ) TAXPAYER SIGNATURE TELEPHONE NUMBER DATE PENNSYLVANIA INHERITANCE T INFORMATION NOTICE. BUREAU OF INDIVIDUAL TAXES PO BOX 28060I ~ $~[ ~ AND HARRISBURG PA 1712E-0601 of ~oF((~p"~~(E~ws .l~ +~[, TAXPAYER RESPONSE RE~~ 11fP (75.1'1) ~!~ ~~ - FILE N0. 2i 11-1000 ACN 12120166 DATE 03-23-2012 ~?~#? bPR -9 PM 3~ 1 ~ CLERK OF U`RpPHAiiI~AAJ'~~Spr COURT' C~MC}~~I /'iiVn ~~.. ~~ LOLS A FARRELL 263 W SOUTH ST CARLISLE PA 17013-2825 EST. OF JAMES K FARRELL SSN 297-14-5377 DATE OF DEATH 07-01-2011 COUNTY CUMBERLAND REMIT PAYMENT. AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS ~.CHECKIN6 TRUST ® CERTIF. ORRST OWN BANK provided the department with the information below, which was used in calculating the inheritance tax due. Records indicate that at the death of the above-named decedent, you were a Point owner/beneficiary of this account. Ii yoU are the spouse of the deceased and any aMOUnt other than Zero is reflected-below on the Potential Tax Due line, note no tax may be due, but you gust notify the de~artAent ofi`your relationship to the deceased Dy checking Box C in PART 1 below and writing "spouse" in PART 2. If you believe' he information is incorrect, please obtain written correction from the financial institution, attach a copy to this fora and return -- it-- a~the-abOYe A9drpss.: -Please,elkl X17-I$Ir9327~w~tb.questlonS,; .- ..-_.. _ -- - _. _. .._ _. _. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No: 4000036~r53 Date -01-25-2010 To ensure prot»r crodit so the account, two Established copies of this nofiae oust acco~pany Account Balance 15, 649.07 pay~ent to the Register of Wills.. Make check - ~ payable to "Rapistar of Wills, Agent". Percent. Taxable X 8.333 NOTEx If tax paypnts era aade within three Amount Subject to Tax ~ 1 , 304.04 aonths of the decedent's date of death, TaX Rate ~( , 00 deduct a 5 percent discount on the tax dw. Any irtheritanca tax due will beeoeo delinquent Potential Tax Due ~ .00 nine aonths after the date of death. P~T TAXPAYER ..R-~~SPONSE - 1 A. ~ The above-infonation and tax due is correct. Reatit payaent to the:Repiater~of'-Yllls,yrith two copies of ..:this notice.to obtain CHECK a discount or avoid interest, ar return this notiu.to the Rapistar of Wills and C 0 N E ~ an official assessaent will be issued by the PA Departeent of Revenue. BLOCK B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return 0 NL Y filed by the estate representative. AMOUNT PAID TOTAL (Enter on Line 5 of Tax Co®putationl _t ,Under ponailtias oi` perjury, I declare that the facts I reported above:-are°true, correct:-and cowplet• to ~t-h/e bast of Biy knowledge and belief. HOME C~~7 ) el, y - +Z 3 ~frrD °'r'U'~ WORK C. ) DATE BUREAU. OF INDIVIDUAL TAXES PD cox ZSO6ol pennsylvarf HARRISBURG PA .17125-0601 DEPARTMENT OF gEVENV~ REY-3563 E% 11FP (35-13) PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE ~~ r- AND -~+r ~-~-„ ; `.T~'1'E R RE S P O N S E 3f .t.~ yi FILE N0. 21 11-1000 ACN 12120169 DATE 03-23-2012 X812 APR '9 P~1 3= ~ ~SI'. OF JAMES K FARRELL SSN 297-14-5377 ~{~~( (~ DATE OF DEATH 0 7 - 01- 2.011 (~ rt ' COUNTY CUMBERLAND "~~M~ErT~~ flln~~p REMIT PAYMEMT .AND FORMS T0: LOIS A FARRELL ~.J rM REGISTER OF WILLS 263 W SOUTH ST 1 COURTHOUSE SQUARE CARLISLE PA 17013-2825 CARLISLE -PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST ® CERTIF. 0 RRST OWN BANK provided the department with the information below, which was used in calculating the inheritance tax .due. Records Tndlcate 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 end'`any aBloiant other than zero 1s reflected below on the Potential Tax Due line, note no tax may be due, but you Bwst notify the dsDartiBent of your relattonshlp to the deceased by checking Box C in PARt i below and writing "spouse" ih PART 2, If you believe' he information is incorrect, please obtain written correction from the financial institution, attach .a copy to Lhis-form and return it-to -the abars add#ees:- P3case-ra31_.713-~H~-8323 w.iXh.;questions=... ~ _ - ,.._ ,. _._ _. ._._ __ _ - ___- I_~ BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 4000038051- - Date - ` '" 8t-~1-2Il10- - To ensgre-N •r credit to the account, two Established copies of this na~~ust accompany payment to the Raeister a~~~•L...-__~~ <hgck _ __ Account Balance 54,372.60 payable to "Resister of Wills. Apent". Percent .Taxable X 8.333 NOTE: If tax payments are made within three Amount Subject to Tax $ 4,530.87 ^onkhs of the decedent's date of death, Tax Rate ~( , 00 deduct a 5 percent discount on the tax due. Potential Tax Due $ ~ 00 Aro inheritance tax due will become delinquent nine months after the dat• of death. P~T T~AXPAYE R P" NSE 1 A. ® The above information and tax due is correct. Remit payment to the Repistir t!f I~i1ls.wuith-two copies of this notice to obtain CHECK a discount or avoid. interest, or return this notice to :the Resister of Wills and C QNE ~ an official assessment will be issued by the PA Department of Rsvenue. BLOCK 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 inforR~ Complete PART 2 ion is incorr~ and/or debts and deductions were paid. and/or PART 3 below. PART If indicating a different tax rate, please state a relationship to decadent: TAX RE TURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Data Established- 1 2. Account Balance 2 ~ ~. Percertt~ Taxable 3 ~ _ - - -~ _ 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 0 DATE P AID PAYEE DESCRIPTION AMOUNT PAID TOTAL CEnter on line 5,bf Tax CoaputationJ t ~ Under penalties of perjury, I declare that the facts I reported above are true. correct and s ~ j~~ coaplat• to the best of ay knowledge and belief. HOME C ~ ~7 ) ~~~ ~7.Z-~J ~ !j' -. IVI*~l", ~' ~ ~~ WORK C ~ TAXPAYER SIGNATURE- TELEPHONE NUMBER DATE f . to _ M ~~ ~n N ~~ `t c =.. ~„ _ ~ -~ ~ ~ _ W= ~ ~ ~ ~ ~,` z ~ ~• t ~\ y c YrY ~~ :~.. r- I, ~~ { ~. ~;~ K! ~~ ~ a . :~ ~' `` o E l!` f 7 '' ' ~! ~ ~ (r ' :~ Q ~ VO ? .a err-, 1 ! i'~ -.... 1t' tt C.7 } •S USA FIRST-a etc e itf ,R~ ;,,t :~r ,~c ~'. ;..a. ~ . ~~~ ~~ ~Y ~ r • w f l~ b~v4 >~ '~ G, . ~j' . k `.Y J~ - --- p - -- ~-;t ~~ ~~~~ :~~~ r, 7 O b ~ ~- -h