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HomeMy WebLinkAbout05-07-12~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAxES ~ FILE N0. 21 12-0222 PO BOX 260601 pennsylvar~~'i~ ~ ~~ - -" AND HARRISBURG PA 17128-06 01 r` ~~~ ~ ACN 1212920$ DEPARTMENT OFREVENU~.,I, --" ~~~~~ E R R E S P O N S E DATE 0 5- 0 2- 2 0 1 2 a.. REV-1543 EX AFP (05-11--)~~.. ~,. 'I~' TYPE OF ACCOUNT ~~ ~?~,'~~ i + Ft~ ~~ j~ST. OF JOHN W SCOTT ~ SAVINGS SSN 206-28-4451 ~ CHECKING ', ~- CLE~sK ~ DATE OF DEATH 02-10-2012 ~ TRUST i QPP~~;1~'S vj~iJ~r COUNTY CUMBERLAND ~ CERTIF. C"F~A(~;-r,~ ~q.;, ,~r~ REMIT PAYMENT AND FORMS T0: ..,~~ i~ DAVID M SCOTT P~, REGISTER OF WILLS 5221 TERRACE RD 1 COURTHOUSE SQUARE MECHANICSBURG PA 17050-6813 CARLISLE PA 17013 M & T 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 joint owner/beneficiary of this account. If y0U are the sp0U5e 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 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. 76364208 Account Balance Percent Taxable Date 08-28-1964 Established $ 13,434.35 X 50.000 To ensure proper credit to the account, two copies of this notice must accompany payment to the Register of Wills. Make check payable to "Register of Wills, Agent". NOTE: If tax payments are made within three Amount Subject to Tax $ 6,717.18 months of the decedent's date of death, Tax Rate )( .045 deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due $ 302.27 nine months after the date of death. PART TAXPAYER RESPONSE FAILURE TO RESPDND 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 an official assessment will be issued by the PA Department of Revenue. ONE BLOC K 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 Complete informs ion is incorrect and/or debts and deductions were paid. PART ~ and/or PART ~ below. PART If indicating a different tax rate, please state OFFICIAL USE ONLY ~ AAF relationship to decedent: PA DEPARTMENT OF REVENUE TAX RE TURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1. Date Established 1 1 2. Account Balance 2 $ 2 3. Percent Taxable 3 X 3 4. Amount Subject to Tax 4 $ 4 5. Debts and Deductions 5 - 5 6. Amount Taxable 6 '~ (> 7. Tax Rate 7 X 7 8. Tax Due 8 +fi $ PART DEBTS AND DEDUCTIONS CLAIMED 0 DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under pe It es of perjury, I declare that the facts I reported above are true, correct and complet o he best f my no a and b 1" f. HOME ( ) ~ ~ f i WORK ( ) ,X PAYE SIGNATURE TELEPHONE NUMBER DATE TOTAL (Enter on Line 5 of Tax Computation) S ~ PENNSYLVANIA INHERITANCE TAX BUREAU oP INDIVIDUAL TAXES ~ INFORMATION NOTICE FILE N0. 21 12-0222 Po eox 260601 enns 1`il~ -'' }I {- ~ AND HARRISBURG PA 17126-0601 ~ ~ '+ ~ ~ ' ~~ ACN 12129209 oEPnaTMEwroFaEU€r~uE. ~~XPAYER RESPONSE DATE 05-02-2012 REV-1543 EX RFP: (05-1'1 T. -~ - ~-~J TYPE OF ACCOUNT `~`'.~ ~~"~~~ _7 ~'t`~ `'~ `"~ EST. OF JOHN W SCOTT © SAVINGS SSN 206-28-4451 ~ CHECKING CLLR}'~ r~ DATE OF DEATH 02-10-2012 ~ TRUST GP~HA1i S vl~~~Rr A~1 COUNTY CUMBERLAND ~ CERTIF. C' )'~,'~Ff'" 1R~ ~`~ ,'~ Pty REMIT PAYMENT AND FORMS T0: DAVID M SCOTT REGISTER OF WILLS 5221 TERRACE RD 1 COURTHOUSE SQUARE MECHANICSBURG PA 17050-6813 CARLISLE PA 17013 M & T 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 joint owner/beneficiary of this account. If y0U 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 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. 15004215020617 Date 12-22-2006 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance 9 6 4 0. 4 3 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 ~` 4,82U.22 months of the decedent's date of death, Tax Rate )( .045 deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due $ 216.91 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 C H E C K a discount or avoid interest, or return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. ONE BLOC K 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 repre sentative. C. ~ The above Complete informs ion is PART ~2 and/or incorrect and/or debts and deductions were paid. PART ~ below. PART If indicating a different tax rate, please state OFFICIAL USE ONLY ~ AAF ~ relationship to decedent: PA DEPARTMENT OF REVENUE TAX RE TURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1. Date Established 1 1 2. Account Balance 2 $ 2 3. Percent Taxable 3 X 3 4. Amount Subject to Tax 4 $ C+ 5. Debts and Deductions 5 - 5 6. Amount Taxable 6 $ 6 7. Tax Rate 7 X 7 8. Tax Due 8 $ $ PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalti s of per"ury, I declare that the acts I r complete to t e best o, my knowledge_and be~~ AXPAYER SI-NATURE orted above are true, correct and H O M E ( 7 (~ ) ~ 37 --31-3j~' ~~~ WORK ( ) i TELEPHONE NUMBER DATE ~-'~ TOTAL (Enter on Line 5 of Tax Computation) S ~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU DF INDIVIDUAL TAxES FILE N0. 21 12-0222 PO BOX 280601 enns ~ ~ ~''" HARRISBURG PA 17128-0601 ~ pi ~~ ~ ~ ~;`I~.~ ~~ ACN 12129210 oEPnaTMENr R~vrNU~-' T PAYE R R E S P O N S E ~~; DATE 05-02-2012 REY-1543 E% A~ TUb =11J ' _ L,J TYPE OF ACCOUNT i ~ ~,~ -7 P" .~' v~ EST. OF JOHN W SCOTT ~ SAVINGS SSN 206-28-4451 ~ CHECKING C~~~~~ '~.~ DATE OF DEATH 02-10-2012 ~ TRUST dR~~~~'~ (,~~~I fit;;' COUNTY CUMBERLAND Q CERTIF. Ci~)~R;~E !~~_ 1# ~ ~,'`' PA. REMIT PAYMENT AND FORMS T0: J ! ~ DAVID M SCOTT REGISTER OF WILLS 5221 TERRACE RD 1 COURTHOUSE SQUARE MECHANICSBURG PA 17050-6813 CARLISLE PA 17013 M R T 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 joint owner/beneficiary of this account. If y0U are the Sp0U5e 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 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. 31003918742163 Date 06-25-2008 Account Balance Percent Taxable Established $ 9,775.65 X 50.000 To ensure proper credit to the account, two copies of this notice must accompany payment to the Register of Wills. Make check payable to "Register of Wills, Agent". NOTE: If tax payments are made within three Amount Subject to Tax $ 4,887.83 months of the decedent's date of death, Tax Rate )( .045 deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential TaX Due $ 219.95 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 C H E C K a discount or avoid interest, or return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. ONE BLOC K ~ g, The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return O N L Y filed by the estate representative. C. ~ The above informs ion is incorrect and/or debts and deductions were paid. Complete PART 2~ and/or PART 3~ below. PART If indicating a different tax rate, please state OFFICIAL USE ONLY ~ AAF relationship to decedent: PA DEPARTMENT OF REVENUE TAX RE TURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1. Date Established 1 1 2. Account Balance 2 $ 2 3. Percent Taxable 3 X 3 4. Amount Subject to Tax 4 $ C} 5. Debts and Deductions 5 S 6. Amount Taxable 6 $ 7. Tax Rate 7 X 7 8. Tax Due 8 $ 8 PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under pen ties of perjury, I declare that the facts I reported above~-a7re true, correct and complete o the best of m knowl a and elief. HOME C / ~ ~) ~~~'„~~3~ WORK ( ) TAXPAY SIGNATUR TELEPHONE NUMBER DATE TOTAL (Enter on Line 5 of Tax Computation) S Y~ BUREAU DF INDIVIDUAL TAXES PD BDX 280601 pennsylvan~ HARRISBURG PA 17128-0601 oErnRTMErvTOFaEVErf REV-1543 EX AFP (DS-ll. PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE N0. 21 12-0222 ~( .,~ ~~ AND ACN 12129211 - TA~(FPJ~k'YER RESPONSE DATE 05-02-2012 '_~'~~ t"IFlY --I ~'i ~3' .~ST. OF JOHN W SCOTT SSN 206-28-4451 C~E~ik~ Vic. DATE OF DEATH 02-10-2012 OR~Fi~~i'S v~~~r COUNTY CUMBERLAND CI l±~qr'~C~;[', :,~~t .1 "~(~~ ~iA REMIT PAYMENT AND FORMS T0: DAVID M SCOTT t REGISTER OF WILLS 5221 TERRACE RD 1 COURTHOUSE SQUARE MECHANICSBURG PA 17050-6813 CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. M & T 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 joint owner/beneficiary of this account. If y0U 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 is incorrect, please obtain written correction from the financial institution, attach a copy to this farm 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. 31003913394191 Date 03-31-2005 7o ensure proper credit to the account, two Established copies of this notice must accompany Account Balance 17 $02.41 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 $ 8 ~ 901.21 months of the decedent's date of death, Tax Rate )( .045 deduct a 5 percent discount on the tax due. Anv inheritance tax due will become delinquent Potential Tax Due $ 400.55 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 C H E C K a discount or avoid interest, or return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. ONE B L 0 C K B. l The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return 0 N L Y \iled by the estate repre sentative. C. ~ The above information is incorrect and/or debts and deductions were Daid. 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 ACCOUNTS LINE 1. 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 1 2 3 X 4 $ 5 - 6 7 X 8 OFFICIAL USE ONLY ~ AAF PA DEPARTMENT OF REVENUE 1 2 4 5 6 7 8 PART DATE PAID PAYEE DESCRIPTION Under pena ies of erjury, I declare that ~le fact I rep complete t 'the bes of my know],~dg d bell AYR SIGNATUR DEBTS AND DEDUCTIONS CLAIMED AMOUNT PAID ted above are true, corre-7ct and HOME ( ~ ) WORK ( ) TELEPHONE NUMBER DATE PAD ~-~ TOTAL CEnter on Line 5 of Tax Computation) S