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HomeMy WebLinkAbout08-17-12~~, PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES ~ FILE N0. 21" ~ ~~ Po Box zso6ol e n ns ~` AND I HARRISBURG PA l~lzs-o6ol p y ~ `' ~~`~' `~~'"f ~'~~iAYER RESPONSE ACN 12139001 DEPARTMENT OF1~~~115'' :• -`_ REV-1543 EX AFP (r ~p~3 t{~ -r~.•" - ef~~~ } ~ DATE 07- 05-2012 TYPE OF ACCOUNT ~'(~~~ ~~v t T f ~~ I ~ EST. OF JANICE W ALLEMAN ~ SAVINGS SSN 184-12-2446 ~ CHECKING DATE OF DEATH 0 6 - 14 - 2012 ~ TRUST u~;~)~.~~,~ ~ ~~~~~ COUNTY CUMBERLAND ~ CERTIF. CI~~BE~~..~.~D CQ„ PA REMIT PAYMENT AND FORMS T0: DIANE A KEISTER REGISTER OF WILLS 37 LONGVIEW DR 1 COURTHOUSE SQUARE MECHANICSBURG PA 17050-2722 CARLISLE PA 17013 F U LT 0 N BAN K N A 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 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 022-0194367 Date 06-16-2003 To ensure proper credit to the account, two Established copies of this notice must accompany 30 , 011.92 payment to the Register of Wills. Make check Account Balance $ payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 15, 005.96 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 ~` 675.27 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 ~iled by the estate representative. C. ~ The above information is incorrect and/or debts and deductions were paid. Complete PART ~ and/or PART ~ below. PART If indicating a different tax rate, please state OFFICIAL :USE ONLY ~ AAF a 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 $ 6 7. Tax Rate 7 X ~ 8. Tax Due g $ 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, correct and complete to the best of my knowledge and belief. HOME C ~Q~ ) ~,s+ 6 WORK ( ) ~ ~~ TAXPAYER SIGNA URE TELEPHONE NUMBER DATE TOTAL (Enter on Line 5 of Tax Computation) $ ~, PENNSYLVANIA INHERITANCE TAX ~,~' INFORMATION NOTICE FILE N0. 21' BUREAU OF INDIVIDUAL TAXES ~~.;-i`'r"~~' ~ AND I~~I~ Po eox 26o6oI pennsyl~~i~fi~ ~= ~ r`'i ,~,,~ ~~' ACN 12139002 HARRISBURG PA 17128- 0601 DEPARTMENT OF RF,FNF}p-N- U~ ~ .- ~ ~,T~A~CPAYE R R ESP 0 N S E REV-1543 EX AFP K@Y 11~`~ { ' ~ -! '~--^~"'~ DATE 0 7 - 05 - 2012 'a-; t ~ BUG 11 P 3~ 13 ~~~~"1~~1~~~v 'w~~~~ C1~B~~~A~"SID ~., PA HARRY J ALLEMAN III 37 LONGVIEW DR MECHANICSBURG PA 17050-2722 EST. OF JANICE W ALLEMAN SSN 184-12-2446 DATE OF DEATH 06-14-2012 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. F U LT 0 N BAN K N A 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 y OU 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. 022-021 1526 Date 11-16-2004 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 10 ~ 001.95 Payment to the Register of Wills. Make check ' payable to Register of Wills, Agent". Percent Taxable X 50.000 Amount Subject to Tax 98 NOTE: If tax pavments are made within three ~` 5 000 ~ , . months of the decedent s date of death, Tax Rate X . 045 deduct a 5 percent discount on the tax due. Potential Tax Due $ Any inheritance tax due will become delinquent 225 • 04 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 0 N E 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. 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 information is incorrect and/or debts and deductions were paid. Complete PART 2~ and/or PART lJ below. PART If indicating a different tax rate, please state OFFICIAL" USE ONLY. ~ AAF relationship to decedent: PA DEPARTMENTOF 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 $ 6 7. Tax Rate 7 X 7 8. Tax Due g $ $ PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under a ties of erjury, I declare that the facts I reported above are true, correct and p to o t of my knowle a and belief. HOME C~L ( ) .C~GJ WORK ( ) O ~Z~ ZG/z. T~~-XPAY R SIGNATURE TELEPHONE NUMBER ATE /~ IUIHL ~tnLer on Line 5 of Tax Computation) $ BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG PA 17128-0601 ~J pennsylva~n^-~{i' DEPARTMENT OF REV51~6tJi REV-1543 EX AfP (05-1'f PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE .~.~'~ AND FILE N0. 21- -- ~ ACN 121 9003 ~'~ _~~_~ t`-~~~~C YER RESPONSE ;~,E~ ~ ~ DATE 07-05-2012 ~'~' ~ ~~~~ ~ ~ ~ ~; ~ ,SST. OF JANICE W ALLEMAN SSN 184-12-2446 DATE OF DEATH 06-14-2012 ~,'.-' ~ ~-- -~ 1- COUNTY CUMBERLAND HARRY J ALLEMAN III ~tV9B~fl~~~ C~., ~~ REMIT PAYMENT AND FORMS T0: 37 LONGVIEW DR REGISTER OF WILLS MECHANICSBURG PA 17050-2722 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. F U L T D N BAN K N A 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 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 022-0220840 Date 11-24-2004 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ lU ~ 002.53 Payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 50.000 Amount Subject to Tax ~- 5, 001.27 NOTE: If tax payments are made within three months of the decedent's date of death, Tax Rate )( . 045 deduct a 5 percent discount on the tax due. Potential Tax Due $ 225.06 Any inheritance tax due will become delinquent 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 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. 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 1 2. Account Balance 2 $ 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 $ 5. Debts and Deductions 5 6. Amount Taxable 6 $ 7. Tax Rate ~ X 8. Tax Due g $ OFFICIAL USE.©NLY ~ AAF PA DEflARTMEt~T OF REVENUE PaD 1 2 3 4 5 6 7 - --~•--• ~.. ~~~ ~ ~~ ia~c ~.umpuLaLiOnJ $ Under pen lt" of perj ry, I declare that the facts I reported above are true, cor a and c ete o th b t o my knowledge and belief. HOME (~6 ~ ~ ~~ ~.s/~~ ~0 i "`~ WORK C ~ .~ -ZGI~ TAXPAYER ~ GNATURE TELEPHONE NUMBER ;• D E C. ~ The above information is incorrect and/or debts and deductions were paid. Complete PART ~2 and/or PART ~ below. raKT DEBTS AND DEDUCTIONS CLAIMED 0 DATE PAID PAYEE TIFCf'RTPTTf1A1 _.._...._ _ _ __ LAW O FFICES / ~ ~~ ' ` ~~~ w'%~i ~~GUi ~ C'.~%G~I~ DAVID A. WION P.O. BOX 1 121 FRANCIS A. ZULU HnxR[seuRC, PA 17108-1 121 JEAN D. SEIBERT _________________________ SHELLY J. KUNKEL 109 LOCUST STReET ILarut~seuRC, PA 17101 (717) 236-9301 (717) 232-1488 FAx (717) 236-6100 EMAIL: WZS@MINDSPRING.COM August 16, 2012 Register of Wills Office Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 RE: Estate of Janice W. Alleman No. 2012-00712 Dear Register of Wills: 1 13 E. MAIN STREET HUMMELSTOWN, PA 17036 (717) 566-2501 Inadvertently in my correspondence to you of August 15, 2012, copies of the Pennsylvania Inheritance Tax Information Notices were sent to you for the above-referenced estate. I am enclosing the original Notices for each of three (3) jointly titled certificates of deposit which have been signed by the Co-Executors of the Estate. Kindly date stamp the copies already sent and return them to me. Thank you. If you have any questions or concerns ase do not hesitate to contact me. truly yours, Shelly J. 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