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HomeMy WebLinkAbout05-31-12COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 016055 TETTIE JANICE R 1330 N WEST ST CARLISLE, PA 17013 fold ACN ASSESSMENT AMOUNT CONTROL NUMBER 12132250 ~ 513.10 12132251 ~ 513.10 ESTATE INFORMATION: FILE NUMBER: 2112-0618 DECEDENT NAME: MORAN EDNA M DATE OF PAYMENT: 06/01 /201 2 POSTMARK DATE: 05/30/2012 couNTY: CUMBERLAND DATE OF DEATH: 05/03/2007 REMARKS: CHECK#1955 SEAL TOTAL AMOUNT PAID: INITIALS: HMW REV-1162 EX(11-96) 526.20 RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS ~~ PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE pe', n BUREAU OF INDIVIDUAL TAXES FILE NU. 21 ~~_~`C~ PD Box ZBB6U1 Pennsylvania AND ACN 12132249 HARRISBURG PA 17128-0601 oEanarnENTOFaEVENUE TAXPAYER RESPONSE DATE 05-21-2012 r .: ", JOHN F MOI~Q~',~! a FL I - .~ v.J`S ~. 1330 N WEST ST (.~~11~QF~~~°~) ~0., PA, CARLISLE PA 17013-1449 EST. OF EDNA M MORAN DATE OF DEATH 05-03-2007 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. PNC BANK NA 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 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. 9000288076 Account Balance Percent Taxable Date 01-04-1996 Established $ 3,493.00 X 8.333 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". Amount Subject to Tax 291.07 NOTE: If tax payments are made within three months of the decedent's date of death, Tax Rate ~( ~~. deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due ~` . 0~ 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 0 N E an official assessment will be issued by the PA Department of Revenue. B L 0 C 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 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 RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS PAD LINE 1. Date Established 1 1 2. Account Balance 2 $ 2 x. Percent Tax?hlc z X ~ __ ,~ .~ 4. Amount Subject to Tax 4 +fi 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 0 DATE PAID PAYEE DESCRIPTION AMOUNT PAID TELEPHONE NUMBER DATE TOTAL (Enter on Line 5 of Tax Computation) S Under penalties of perjury, I declare that the facts I reported above are true, correct and co plete to the bestof/~my knowledge and belie HOME C ) O~~ ~,/~ ! V~d~GCv 1. ~ ,2_~ ~ ~ ~~ `-~c~ WORK C ~ BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 J~~ ~.~7 DE PARTMEN7 REV-1543 EX JANICE R TEETIE 1330 N WEST ST PENNSYLVANIA INHERITANCE TAX q INFORMATION NOTICE FILE N0. 21 - ~- ~ p ~ ]~r AND ACN 12132250 ~~~/4XPAYER RESPONSE DATE 05-21-2012 _ _ -; ORPr~; , ~ ~;~;~ ~- Cl1MPP~ 'tif~[) CC? . Pr1 CARLISLE PA 17013-1449 EST. OF EDNA M MORAN DATE OF DEATH 05-03-2007 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS O CHECKING TRUST CERTIF. PNC BANK NA 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 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. CGNPLETE PART 1 BELOW * SEE REL'ERSE SIDE FOR FILING ANL PAYMcr.T INSTRUCTI^v NS Account No. 9000288076 Account Balance Percent Taxable Date O 1 - 04 - 1996 Established $ 3,493.00 X 8.333 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". 2 9 1 . 0 7 NOTE: If tax payments are made within three Amount Subject to Tax $ 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 $ 13. IO 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. /'j' 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 O N E an official assessment will be issued by the PA Department of Revenue. 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 information is incorr1e-ct~ and/or debts and deductions were paid. Complete PART 2~ and/or PART IJ below. PART If indicating a different tax rate, please state OFFICIAL USE ONLY ~ AAF' relationship to decedent: PA DEPARTMENT OF REVENUE TAX RETURN - 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 $ (+ 5. Debts and Deductions 5 - 5 6. Amount Taxable 6 $ 6 7. Tax Rate 7 X 7 8. Tax Due 8 $ g PART DEBTS AND DEDUCTIONS CLAIMED TOTAL CEnter on Line 5 of Tax Computation) $ Under penalties of perjury, I declare that the facts I reported above are true, `c/o~c~C~n/d/ complete to the best of my knowledge and belief. HOME C ' ~~ rJ) ~~ 7 -S ~ CU ' c~ c f'_ - ~,.~ -~t.- ~. W O R K C ~ ~ ~ L -1 T PAYER SIGNATURE TELEPHONE NUMBER DATE DATE PAID PAYEE DESCRIPTION AMOUNT PAID PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE ~ ~ _~ ~+ BUREAU OF INDIVIDUAL TAXES _ F I L E NU . 21 - ~ , ,~ ~",, Po Box zaocol @nn~ ~~~nia i I .~- ~~= AND HARRISBURG PA 17128-0601 ~ ~ ~ ~- ACN 12132251 DEPARTMEN REVENUE." ~.., cTAXPAYER RESPONSE DATE 05-21-2012 REV-1543 ^FP (Q5 -11) "''~ ~ ~ ,rill ~ ~ ~ `' T~ •C TYPE OF ACCOUNT ST. OF EDNA M MORAN ^ SAVINGS ' DATE OF DEATH 05-03-2007 ~ TRUST ~ O T r LA ^ CERTIF. App[-t~ pip } (~ q C~ 1~ C)[=lei `"tiV~J 1~~.y ~/'1 RE MIN PAYMENT AND FORMS TO D DEAN MORAN REGISTER OF WILLS 1330 N WEST ST 1 COURTHOUSE SQUARE CARLISLE PA 17013-1449 CARLISLE PA 17013 PNC BANK NA 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 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 I BELOW. ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 9000288076 Account Balance Percent Taxable Date 01-04-1996 Established 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". $ 3,493.00 X 8.333 2 9 1 . 0 7 NOTE: If tax payments are made within three Amount Subject to Tax $ 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 $ 13.10 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 O N E an official assessment will be issued by the PA Department of Revenue. BLOC K ~ B. ~ 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 information 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 RETURN - 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 +fi 6 7. Tax Rate 7 X 7 8. Tax Due 8 $ 8 PART DEBTS AND DEDUCTIONS CLAIMED ^3 DATE PAID PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) S Under penalties of perjury, I declare that the facts I reported above are_true, correct_an¢,, complete to the best of my knowledge and belief. HOME C ~ / ~ ) ~ 7'~ ~ ( O WORK C ) _S ~y -'1 Z TAXPAYER SIGNATURE TELEPHONE NUMBER DATE ,_.,. ~:: ,.... c~a tt:, ra? r.~r ~.a +.~ =.. yam'.. i ~~ {r.. / I Wl" ~ V V •+ vI 7~ a ~ I~ W ~~ c X I C7 ~+~,~, 2 ~~ ,'~ Z ^~~'~ z ~ ~r ~~ uogv} oys 0 ~~ ~~ .z~ ~ ~~~~ m y~~. ~ ~ w~~ ~~ cn ~~ . ,, ~• Y`_ -~c c~ -._ C'~ ~-, ~ r - r, ~ . ~ _ b ~ r Cr ~ ' ~ '1 ;~ ; ~< ~` S': ~. 1; ~+± t"~ , Fes ~~ `l! 3s ~- O