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Home My WebLink About05-16-12PENNSYLVANIA INHERITANCE TAX l'~_~/ ,~ BUREAU OF IND1v1DUaL TAxes ~F~„~MFORMATION NOTICE FILE ND. 21 (p PU BOX 280601 Pennsylvania p!.ip~~~(3pf AcN 12129oz7 IURRISBURG PA ]71$B-0601 pE rgpTMENT OF flEVENl1E ~ TAXPAYRnI cJ2E SP ON S E ~,~ DATE 05-01-2012 .rv-, s.a sx xrr [aa-:,~ - TYPE OF ACCOUNT EST .''dF OPAL L W:[SE ^ savlNCs QRp~JS `, CUMBEI~p ~, SSN 174-.?0-4549 DATE OF DEATH 04-13-2012 coDNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: ® CHECKING ~ TRUST ~ CERTIF. RICHARD E WISE REGISTER OF WILLS 607 WILLIAMS GROYE RD 1 COURTHOUSE SQ U,ARE MECHANICSBURG PA 17055-7512 CARLISLE PA 17013 CITIZENS BANK OF PENNSYLVANIA orovitled the department with the information below, which uas ~setl in calculating the inheri tanre tax due. Records intli cate that at the death of the above-named decedent, you were a joint owner/beneficiary of this account, If y0U dre the BpOUSe Df the deceased and any amount other than zero is reflected below on the Potential Tax Due 11 ne, note no tax may be due. but you must notify the depDartment of your relationship to the deceased by checking Box C in PART 1 below and writing "spouse" in PART 2. If ypu believe fhe information is incorrect. please obtain written correction from the financial ins ti tuts nn. attach a copy to this form and return it to the above address. Please call Ill-707-8327 with questions. COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 6100734625 Account Balance Percent Taxable Amount Subject to TaX Tax Rate Potential Tax Due ^ate 08-04-1984 Established $ 593.05 X 50.000 $ 296.53 X .15 $ 44.48 To ensure proper cretlit to khe account, two copies of 1:his notice aust accompany paymank to the Register of Wills. Make check payable to "Register of Wills, Agent". NOTE: If 'tax pavnents are nade within three eon the of 'the decedent's date of death, d¢tluct a 5 percent discount on the taz tlue. Anv inheritance tax due will become delinquent nine months after the tlate of death. A. ^ The above informakion antl tax due is eo rrect. Remit Payment to the Register of Wills with two conies of khis notice to obtain C HEC K a tli scount or avoitl interest, or rokurn this notice to khe Register of Wills antl an official arse ssment will be issued by the PA Depart mant of Revenue. ONE BLOCK B. ~ The above asset has been or will be reported and tax 6aid with the Pennsylvania inheritance taz rekuro ONL Y filetl by the estate representative. C. The above informs eon is incorrect and/or debts ~ antl de tluctions were paid. ompleta PART and/or PART ~ below. PART If indicating a different to rate, plgasa state ~f il~~ i +¢(1 ~ s~i [t~ ~E~~i" ~I ~ relationship to tlecede nf: ~ [ ~ ~Q OIAS u I II~ Ii t ~I t4 Ir TAX RETURN - CALCULATION OF ~, TAX ON JOINT/TRUST ACCOUNTS ~~ ~~ " ~ ~~ ' ''~' LINE 1. Oate Established 1 '~! 2. Account Balance 2 $ 3. Pareant Taxable 3 X 4. Amount Su bj eCk to Tax 4 +4 5. Debts and Ded uctlons 5 6. Amount Taxable 6 ^~ 7. Tax Rate 7 X 8. Tax Oue 8 +S PARr DEBTS AND DEDUCTIONS CLAIMED ^3 DATE PAID PAYEE DESCRIPTION AMOUNT PAID Untler penalties of perjury, I tleelare that the facts I reported above are t:ru e, correct and com ete to the ~bes~t)of]mY~k{n~owl edge and belief, HOME C~17 ) ~y 7i' ~S ~Z ~ ~~ iLL W' ~ /r-'~'LI~- WORK C ) Fr{ Z. TAXPAYER SIGNATURE TELEPHONE NUMBER ATE ~ ~E BUREAU OF INDIVIDUAL TAXES PO BOX 260601 pennsylvam~ HARRISBURG PA 17126-BEBI DEPgpTMENT OF PEVENUE eEY-3563 EX IFP (05-11) PENNSYLVANIA INHERITANCE TAX 'lL~j,:; ~~~;@f~~IATION NOTICE FILE N0. 21-~2.5~7 TAXCCP`tt74,YERNRESPONSE AcN 12129028 DATE 05-01-2012 ~ + h \i ~BE~~d C~.y ~PA RICHARD E WISE 607 WILLIAMS GROVE R^ MECHANICSBURG PA 17055-7512 EST. OF OPAL L WISE SSN 174-20-4549 DATE OF DEATH 04-13-2012 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. CITIZENS BANK OF PENNSYLVANIA provitled the tleDartment with the information below, which was usetl in cal col atin9 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 Delow on the Potential Taz Due line, note no tax may be due, but you must notify the deba rtment of your relationship to the deceased by checking Box C in PART 1 below and wri ttng "spouse" in PART 2. If you believe the fnforma ti on 1s 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 Ouesti ons. COMPLETE PART I BELOW ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 6200261559 Date 07-18-2602 To ensure proper credit to the account, two Establishetl copies of this notice Host accomoanv Account Balan<a 32,638.65 oarnent to the Register of Wills. Make check S Dav able to "Register of Wills. Agent". Percent Taxable X 56.008 NOTE: It taz parnents are natle within three Amount Subject to Tax $ 16: 319.33 wonkhs of khe decedent's date of tleakh. Tax Rate ~( 1 5 tleduct a 5 percent discount on the tax due. Anv inheritance tax duo will become delinquenk Potential lax Due ~ 2X 447.90 nine months after the data of tleath. PART TAXPAYER RESPONSE A. ~ The above information and tax due is correct. Resit pavnent to the Repis4er of Wills with two copies of this notice to obtain CHECK a discount or avoid interest, or return this notice ko the Register of Wills and an official assessment will be issued by the PA Department of lievenue. ONE BLOCK B. ~ The above asset has been or will be reported antl tax paid with the Pennsylvania inheritance tax return ONL Y filed br the estate representative. C. The above inf pros ion is incorreck and/or debts ~ antl tleductions were paid. Conpleke PART and/or PART ~ below. PART If Sntlicating a tlifferent ta rate, p~,e ase state ~ +~+~$~~iV~~, "`r (p~°j YG ti + s f+'f~~ 4 t relationship kc tlecedent: ~ ~ ~L2LL~E ~, I~I~ +~ i~ + ~ +s k TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS ¢~' Fi l~ ~ ¢+~ '~ ° ~~ LINE 1. Date Eskablishetl 1 2. Account Balanee 2 $ 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 S 5. Debts and Detluctions 5 6. Amount Taxable 6 S 7. Tax Rate 7 X 8. Tax Due B +fi PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perdury, I declare that the facts I reported above era true, correct antl compl to to the be t of my knowledge and belief. HOME C~i7 I{~ 1~ J'~ldi-G~I/c'U'~~i /'/l-l-Q~ WORK ( ) (~ 12. TAXPAYER SIGNATURE TELEPHONE NUMBER D.c'ITEI BUREAU OF INDIVIDUAL TAXES PD Box zaowl HARRISBURG PA 17128-0601 pennsylvama OEDpPTMENT OF PEVENIIE REV-1543 EM LFG (p3 -ll) PENNSYLVANIA INHERITANCE TAX `~~ r ~'- Ii~FC111~T?~ION NOTICE FILE NO. 21--`1 Z ~~ ~p~ ~ i' -, ~ rAND ACN 12129029 TAXPAYER RESPONSE DATE 05-01-2012 __ EST. OF OPAL L WISE SSN 174-20-4549 ~~~~ n~r5~nu0(ff~. DATE OF DEATH 04-13-2012 CUMBERLAl~ CCU. COUNTY CUMBERLAND REMIT PAVME NT AND FDRMS T0: RICHARD E WISE REGISTER OF WILLS 607 WILLIAMS GROVE RD 1 COURTHOUSE SQUARE MECHANICSBURG PA 17055-7512 CARLISLE PA 17013 TYPE OF ACCOUNT SAYINGS CHECKING TRUST CERTIF. CITIZENS BANK OF PENNSYLVANIA provided Lhe tle pa rtment with the information below. which was us etl in cal cal ati nq the inheritance tea due. 0.ecortls indicate that at the death of the abov e-named tlecedent, you were a ,l pint owner/beneficiary of this account. If y0U are the BpDUSe 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 Boz 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 adtl recs. Please call 717-787-8327 with questions. COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 6248669029 Date 11-25-2005 To ensure DroDer cretlit to the account, two Established copies of this notice oust acconvany Account Balance 50.973.77 Daynent to the Register of Wills. Rake check vavable to "Register of Wills. Agent"• Percent Taxable X 50.000 Amount Subject to Tax S NOTE: If tax payments are Wade within three 25.486.89 non the of the tlacetlent's date of death. Tax Rate X , 1 5 tl¢duct a 5 vercen4 discount on the tax due. Anv inherit ante tax due will become delinmueM P ot¢nt1a1 Tax DUe $ 3,823.03 nine nontFis after the date of deaf h. PART TAXPAYER RESPONSE 0 A. ~ The above info rn ation and tax due is correct. Reait Daynent to the Register of Wills with two copies of this notice to obtain C HECK a discount or avoid interest, or rota rn khis notice fo the Register of Wills and r an official assessment will be issued by the PA De Da rtnent of Revenue. I ONE ~ L BLOCK B. ~ The above asset has bean or will be reportetl antl kax Daitl with khe Pennsylvania inheritance kax reku rn ONL Y fiiod by the estate representative. C. Tha above infor a eon is incorrect and/or debts Complete PART '2 antl/or PART ~ below. antl deductions were Daitl. PART If indlcatinB a tlifferent to rate, ease state "S~aAt}t rid ~, iy+`y~" ~ Ott ' '~ }~,. ~ relationshlp to tlecedent: ~~U SL ~ 7 ~ t 4 ~ ~ ~ ~i' ~'~ + ~ ~~ N , i ~ ~ TAX R ETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS ` ' ~ ~ ~'4d ~` } } }~ ~~~~ t ~~ ~ ~ ~ ~ LINE 1 . Date Established 3 ; a K.. 2 . Account Balance 2 $ i . Porcont Taxable 3 X 4 . Amount Subject to Tax 4 5 . Debts and Deductions 5 B . Amount Taxable 6 ~ 7 . Tax Rate 7 X 8 . Tax Due 8 PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I reported above are true, ucorrect an~dj comp(~1~y1('~ ~Yo (Jthe best wolf +my~knowledge and belief. HOME C`J~7 ) `~3r 2J~D % Y 7 `.vt-7\~(.~ l~I.~.Q WORK ( ) .5-~IiC.~~Z- TAXPAYER SIGNATURE TELEPHONE NUMBER DATE 4',~~ 4„ f y.:. (a) 4,~F Ct1 i {~44 SE7 ~ $ F. ~~ .i~ ^'P~ 0 N. ~ ' `Jrc N' N __ ~, ~ n ~' r `` ~ V\ ~ ~, "'b ~ ~' y) h ~1 !.J ~ ~ _ ..-. A m (dti ~,.~ f~ ~r+ C ~~ ;, ..~. =v ~SAF,~~r .. ~