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HomeMy WebLinkAbout06-01-12~ PENNSYLVANIA INHERITANCE: TAX BUREAU OF INDIVIDUAL Taxes INFORMATION NOTICE FILE N0. 21 ~a 6 Po Box zea6ol Pennsylvania AND ACN 12129737 HARRISBURG PA 1]128-a6a1 pEPAaTNFrviofafvfrvuE TAXPAYER RESPONSE DATE 05-04-2012 NF Y -1543 EM PFP t05 -31) EST. OF THOMAS E LUCAS SSN 173-38-5534 DATE OF DEATH 12-28-2011 COUNTY CUMBERLAND REMIT PAYMENT AND F'O RMS T0: MARTHA L LUCAS REGISTER DF WILLS 18 GREENMEADOWS DR 1 CDURTHOUSE SgUARE CARLISLE PA 17013-1212 CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. SOVEREIGN BANK provided the tlepa rtment 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/benefi ctary of this account. If you are the SPDUee 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 de7artment of your relatlonshlp to the deceased by checking Box C in PART 1 below and wri ttng "spouse" in PART 2. If you believe the information 75 incorrect. Dl ease 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. 2891031075 Date 03-20-1989 To ensure oroper credit to the account, two Established conies of this notice oust aecono any paynent kp the Repi star of Wills. Make check Account Balance $ 1,265.61 payable to "Repisier of Wills, Apent^. Percent Taxable X 50.000 NOTE: If tax pavnents are node within three Amount Subject to Tax $ 632.81 nonihs of the decedent's date of death. Tax Rate ~( 1j deduct a !i pa rceni discount on the tax due. Am inheritance kax due will becone dal inwuent Potential Tax Due $ 94 • 9 2 nine nonths after the date of death. PART TAXPAYER RESPONSE 1^ r..a a A. ~ The above information and taz duo is correct. N Resit paynent to the Register of Wills with two copies of this notice to a discount or avoid inter t t thi ti t kh R i t f Wi Si = ! C HECK , or re es urn s no ce o e ea s er o ~. ~ ~ an official assessment will be issued by the PA Depa rtnank of Revenue. 1.1..I ~ r ONE [ ~ ' r BLOCK l B. ~ The above asset has been or will be reported and tax paid with the Pennsvlvan ~ar'a ranee tax re tGV nr ONL Y filed by the estate representative. ~ 1 <:'r .^^: C. l(f The above inforaa ton is incorrect and/or debts `P~ Lonplete PART 2~ and/or PART ~ below. and deductions were paid. - ""'t .i-y `" ~ } f• T PART If indicating a different tax rye, please state l~r+y + `+ r '+ 'f~~~~1 r +f1 ~4"~ : ~ relationship to decadent: A ~ ~+ ~ ~ ;E y } ft+~~ rf+ JJe._ iW~/i ! ~ + Y 1 +I { 7 ~~ TAX RETURN - CALCULATION OF TAX ON ~ ! t 11 ST ACCOUNTS ~ ~ +°" ~ f: ~ ,n S ~3 4~ +I J OINT/TRU LINE 1. Date Established 1 l ~ y / _ ~©O ~ ? I 2. Account Balance 2 +S 3. Pore ¢nt 7axablo 3 X 4. Amount Subject to Tax 4 $ 5. Debts and Deductions 5 6. Amount Taxable 6 '~ 7. Tax Rate 7 X 8. Tax Due 6 Under penalties of perjury, I declare that the facts I reported above ~a7re~ltrue, cotta cfty and com lets o the best my knowletl9e and belief. HOME ( /~ / ) .Zy 9 ' d 9~~ ~.Y`/// ,,,~ wDRK (~r~ ~ 641-33d'y ,5--3/-~z- TAXPAYER SI AT E TELEPHONE NUMBER DATE PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID BUREAU OF INDIVIDUAL TAXES PD Bax zeosBl HARRISBURG PA 1]128-8681 pennsyivania OEPABTMENT OF PEVENUE PEV-1563 EM /.FP (OS -]1) PENNSYLVANIA INHERITANCE: TAX INFORMATION NOTICE FILE No AND ACN TAXPAYER RESPONSE DATE 21 I~-C~-~ 12129736 05-04-2012 MARTHA L LUCAS 18 GREENMEADOWS DR CARLISLE PA 17013-1212 EST. OF THOMAS E LUCAS SSN 173-38-5534 DATE OF DEATH 12-28-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS TD: REGISTER OF WILLS 1 COURTHOUSE SpUARE CARLISLE PA 17013 TYPE OF ACCOUNT ® SAVINGS CHECKING TRUST CERTIF. SOVEREIGN BANK provided Lhe department with the information below, which was used to calculating the inheritance tax due. Records intli [ate that at the death of the above-named dereden t, you were a joint owner/beneficiary Of this account. If y8U are the BDOUSe 8f 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 Dy checking Box C in PART 1 below and wrl tang "spouse" 1n PART 2. If you believe the information is incorrect. please obtain wrt tten correction from the financial ins ti tutl on, attach a copy to this form and return it to the above address. Please Call 717-787-832] with ouesti ons. COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1684070503 Oate 02-10-2009 To ensure proper credit to the account, two Establishe0 cooies of this notice lust accompany Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due $ 5,439.95 X 50.000 $ 2,719.98 X .15 S 408.00 Payment to the Register of Wills. Make check Payable to "Register of Wills, Agent". NOTE( If tax PaynenYa are na tle wi nonths of the decedent's a of tl deduct a !i Pe rtent tli seo the Anv inhe r:it an ce tax due con nine months after the da (_ 1 (tea {-~ ~ ^'T T -}T 3 -n A. ^ The above iota rmation and tax due is correct. ~ ~J Resit payment to khe Register pf Wills with two cooies of this notice to pbtaig ~ .~ ~~ 11,~, r11 CHECK a di seount or avoid into rest or return this notice to the Register of Wills arl~ ~ in C~ ' an official as sessmant will be issued by the PA DaParkment of Revenue. i ~ 1 ONE BLOCK B. ~ The above asset has been or will b e reported and tax paid with the Pennsyl vania inheritance tax return ONLY filed by the estate representative . - L. The above inf orna ton is incorr ct and/or debts and daduc4ions we ne Paid. Complete PART 2~ and/or PART ~ below. PART If indicating a differenk Yal{~rate, + ~s~{~S} ~Vti ~ ~{ ~t -( n please state "Ft 2 relationship to decedent: yfL "1U ~ ~ y S'Q. r ~ ~V ~i ~ ( ~,~ t ~ t ~ ~ ~ ~ TAX RETURN - CALCULATION OF TAX O N "~'~ {~ ~~ ' JOINT/TRUST ACCOUNTS '~' ^~' ~ ~ ~°~'+~~ ( fi LINE 1. Date Established 1 / b ~ ~ ' 2 Op~ ~ p !s'' 2. Account Balance 2 S 3. Percent Taxable 3 X 4. Amount Su bd e<t to Tax 4 ~ 5. Debts and Deductions 5 6. Amount Taxable 6 7. Tax Rate 7 X 8. Tax Due 8 Under penalties of perjury, I declare khaY the facts I reported above na regtrue, eorre ct camp^ete Y$the best o~ my knowledge and belief. HOMF C !~/ ) ~`~9'fr~ WORK ( %l7 ~ bgl-33YrY S'-3/-/z- TELEPHONE NUMBER DATE PART DEBTS AND DEDUCTIONS CLAIMED ^3 DATE PAID PAYEE DESCRIPTION AMOUNT PAID ~ PENNSYLVANIA INHERITANCE TAX / INFORMATION NOTICE FILE N0. 21 I~ (~ BUREAU OF INDIV IOUAL TAXES Po Box 280601 Pennsylvania ANO ACN 12129735 HARRISBURG PA P12B-0601 oew ~nsxT Of eeveRUe TAXPAYER RESPONSE DATE 05-04-2012 P~/-]50] Ek 1Fr IYS-ll) MARTHA L LUCAS 18 GREENMEADOWS DR CARLISLE PA 17013-1212 EST. OF THOMAS E LUCAS SSN 173.38-5534 DATE OF DEATH 12-28-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WI LI_S 1 COURTHOUSE SQIJARE CARLISLE PA 1'7013 TYPE OF ACCOUNT ® SAVINGS CHECKING TRUST CERTIF. SOVEREIGN HANK provttled the department with the information Del ow. which was used in calculating the inheritance tax due. Recortls 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" 1n PART 2. If you Del teve the inf orma tt on 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 -7 U7-8327 with questions. COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1684068576 Date 02-20-2007 To ensure Proper credit to the account, two EstaDlishetl copies of this notice oust accompany 155,346.32 pavnenY Yp the Reai stet of Wills. Make check Account Balance ~` Dav able tp "R eeisker of Wills, Agent". Percent Taxable X 50.000 Amount Subject t0 TaX S 77, 673.16 NOTE: If tax payments are natle ~hin three nonkhs of khe deco 's data of nn~~ffM~~,,,e,DDaaaaathr Tax Rata X 15 tletluct a 5 percent. nt on ttax Potential Tax Due $ 11,650.97 Am inheritance t ill bec dal' nine months after epf de C,^ - _ :.~~ _, A. ^ The above information end tax tlue is cot roet. CC ~`` ,, Remit pavmenY to the Reai star of Wills with two copies of this notice to: ob}LIn T CHECK a discount or avoid interest, or return this notice to khe Register of w3ais~ntl '- an off 3cial assessment will be issued by the PA Depa rtnent of F:evenue. i ONE BLOCK B. ~ The above asset has been or will be reported and tax Daid with the Pennsylvania inheritance tax return ONL Y filed Dv the estate representative. - C. The above inforwa ton is incorrect and/or tlebts ~ and deductions were Daitl. Complete PART 2 and/or PART a below. PART If indicating a dlffere nt tax r .~te, Please state relationship , to decedent: Q ~ US e- TAX RETURN - CALCULATION LINE 1. Date E5tab115hed 2. Account Balance 3. Psr<enk Taxable 4. Amount Subject Yo Tax 5. Debts and Datluetions 6. Amount Taxable 7. Tax Rata B. Tax Due PART DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of per3ury, I declare that the facts I reported above a te true, correct and complete o the Bast my knowledge and belief. // / HOME n C !/7 ) .Z y9~~~~ r-y Y` ~l/ WORK ( 7/ rI ~> ~0 1 ~ ' 3 3~S ,$"-3/-/~-- DATE ~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE FILE NO. 21 ~~ - ~~ BUREAU OF INDIVIDUAL TAXES PO BOX 280601 Pennsylvania AND ACN 12129734 IURRISBURG PA 17128-0601 pEPaaimExipfREVExuE TAXPAYER RESPONSE DATE o5-04-2012 REV-154] EX RFP (R5 X11) MARTHA L LUCAS 18 GREENMEADOWS DR CARLISLE PA 17013-1212 EST. OF THOMAS IE LUCAS SSN 173-38-5534 DATE OF DEATH 12-28-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WI LILS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS ® CHECKING TRUST CERTIF. SOVEREIGN BANK Dravided the department with the information below, which was used in caiculating the inheritance tax due. Records indicate that at the tleath of the above-nametl tlecetlent, you were a joint owner/beneficiary of this; account. If y0U Bra the 8DOU6a 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 roDY to this form and return it to the above atltlress.. Please call 717-787-8327 with nuesti ons. COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 1681708493 Account Balance Percent Taxable Amount Subj e<t to Tax Tax Rate Potential Tax Due Date OS-05-2000 Established $ 7,038.96 X 50.000 $ 3,519.48 X .15 $ 527.92 To ensure proper credit to the account, two copies of this notice oust accompany payment to the Register of Wills. Naka check pav able to "Re9isterA Wills, AeA~,". NOTEI If tax paynen matle non the of the deced ate of deduct a X_. percent d i'in t Anv inhari.t ante tax ~ 'f~bec nine months after th ff de PART TAXPAYER RESPON SE ~7 ~ ~ ":"'~~ _ r 4~ A. ~ The above information and 4ax due is correct. `~ "'N Renii payment to khe Re9i stet of Wills with two conies of this notice to ~k ain S~ CHECK ONE ~ a di st ount or avoid inters s4, or return this an official assessment will be issued by the notice to the PA Oepartnent Register of of Revenue. Wills '. end ~ BLOCK B. ~ The above asset has been or will be reported and tax paid with khe Pennsyl vania inheritance tax return ONL Y filed by the estate reprasenta4ive. C. The above inforna ton is incorrect and/or debts Complete PART ~2 and/or PART ~ below. and detluctions we tit paid. ppg7 It intli<aYf ng a different tax rate, please state ;S y"" ~ ~1~ e ~ y ty' ~ ~ ~ ~ relationship to tle<edent: 1 t ~~~ ~i (~ ~ ~l § ( ~~ t ~ ~ ~ i ~ ~ G+ ~ r TAX RETURN - CALCULATION OF E, ., 1111111 ~ ACCOUNTS ~~+ ~ t r ~ ~,' li'~r ¢..~7 {C TAX 0 Jo INT/TRUST G7 ry ~ ~~ ~ ! ~~ LINE 1. Date Established 1 b ! O 2. Account Balance 2 S 3. Percent Taxable 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 DEBTS AND DEDUCTIONS CLAIMED ^3 DATE PAID PAYEE DESCRIPTION AMOUNT PAID WORK (~/ l ) ~a 4'/' 334V .S'3!-/2 TELEPHONE NUMBER DATE Under penalties mf perjury, I dada re that the facts I re ported above 7a-lr egtrue, ~/~ orre~ptgapn-tl complete tR the b~sf ~ my knowledge and ballet. HOME ( // / ) ~ / 9 ^ 0 /d / .~ a.. ~~ v c, y~y ~~~ ~r ~P.m O '^ of w CJ n 1 T ~ "7.~ p.~. r ~... ~ ~.l (:? 1 ~ /' (~ Y' (. Y i G) C.? F dj -+~ t't , (al 11e rk _ ~::1 }~i - '.~ ~ '~,w. t _ r _ 'r T } ~ 7 A ti ~ «y if O P \~ ~ ~., I _ Y '. ' ~ pp i O ~ I ' ~ ~ ~ v o A -• A o W ~ ~~ < ,.. ~, ~~ w~ =~~ '. ~~ J O `P of wd .. i a. +.::• ~a. 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