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HomeMy WebLinkAbout08-23-12BUREAU OF INDIVIDUAL TAXES PO BOX 260601 HARRISBURG PA 17128-0601 REV'1543 EX ~AFP(05 ,I1) PENNSYLVANIA INHERITANCE T INFORMATION NOTICE AND ~ TAXPAYER RESPONSE FILE N0. 21 - ~'a ~ ~7a ACN 12130724 DATE 05-10-~n1~ '~~~ aUG 23 P~ 12= J 0 ~i_~ ; .. 4RPNA,^J'~ ~puR r CUMBERLAND CO., PA JOSEPH A GERACI 721 ALBERTA AVE MECHANICSBURG PA 17050-2272 EST. OF TAMMY M GERACI SSN 197-50-8383 DATE OF DEATH 10-31-2011 COUNTY CUMBERLAND REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 TYPE OF ACCOUNT ® SAVINGS CHECKING TRUST CERTIF. BELCO COMMUNITY CREDIT UNION ecords indicate that at the death of the above-named decedent. provided the department with the information below, which was used in calculating the inheritance tax due. deceased and any amount other than zero is reflected below on the Potential Tax Due line, note no tax ma be due, but notify the department of your relationship to the deceased brecheckin o Box7Cnin,PART lfbelowaandnwritin you are the spouse of the If you believe the information is incorrect, lease obtain written correction from the financial institution, attach a co it to the above address. Please call 717-787p8327 with questions. 9 "SpoUSe" in PART 2USt COMPLETE PART 1 BELOW * py to this form and return SEE REVERSE SIDE FOR FILING AND PAYMENT rucro~~.•r..,.... Account No. 74~G~n PART - -- •-- uate 05-16 - 1997 -•-- ~ ~ ~~ ~ +vna Account B Established To ensure proper credit to the account, two copies f t alance $ o his notice •ust accompany Percent Taxable X 1 , 562.79 payment to the Register of Wills. Make check payable to "Register f W Amount Subject to Tax 16.667 o ills, Agent••. Tax Rate $ 2 ( ~ 4 7 NOTE: If tax payments are Wade within three Potential Tax Due X • 045 months of the decedent's date of death, deduct a 5 percent di $ 1 1 . 7 2 scount on the tax due. Any inheritance tax due will become deli TAXPA nquent nine months after the date of death. CHECK ONE BLOCK ONLY YER RESPONSE FAY~:~Cx Tt!•- ftES~''DitD, 3+(ILi. RESttI.T.f Ttl~. 'SIC iAL i" JISSESS~tEi1~' A• ~ The above information and tax due is"correct. Remit payment to the Register of Wills with two copies of this notice to obtain 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• ~ The above asset has been or will be reported and tax ~-/filed by the estate representative. paid with the Pennsylvania inheritance tax return C• I~ The above informs ion is incorrect and/or debts and deductions were paid. ~j Complete PART 2~ and/or PART 3~ below. PART If indicating a different relationshi t tax rate, please state TAX R p o deceden ET t: OFFICLAL 115 tH~.y, {~ AAF LINE URN - CALCULATION 1 OF TAX ON JOINT/TRUST ACCOUNTS PA . [~Ei~AR7i16tiT DF RE1!FNUE . Date Established 1 PAII 2. Account Balance 2 $ ~ a ~ Ys.~,„~ t '€:: 3. Percent Taxable 3 X 2' ~ 1~,, 4. Amount Subject to Tax 4 $ ~ ~.'` 5. Debts and Deductions 5 - _ 4 ~ ,^~"~"}'~~~'^s;~`^ h~;~!!~,:, 6. Amount Taxable 6 $ 7. Tax Rate 7 X b 8. Tax Due 8 $ 7 PART $ DEBTS AND DEDUCTIONS CLAIMED DATE -PAID PAYEE• DESCRIPTION vl AMOUNT PAID undo TOTAL (Enter on Line 5 of Tax Comoutar;.,.,, ~E perJUry, I declare that the facts I reported above are true, correct and complete to the best Qf my knowledge and belief. .__ ~~ o ~ :.; x i g ~ ~-~ n 0 O ;-~ d 3 z° 3 z y Y z O ~ ~ N n i~ ~ ~ ~ _~ o dy H ` `~ z a ,z°°, ~' a ~ c N ~ N ~ d d d G ti ~ ~ ~ .U• ,a• ,a. .a• ~ ~ °a ~ n .~ ~. ~ ~ p~ ~ z _~ a c~ a a°o c ~- 0. O ~'1 r. or O ti=. ~ _. N x~' ~ o n rr7. ~ _I ;~. t~7 ±ti V ~. .! `~. ~, .y . ~. 1 a- ~ L ~~~ `~w;: . 4 ~ ' ~ r `~ z ~` .. . ~. ~ ~rz~ ... 'may w ~ ^..~ ~ ~' '~ jy ~ Q a (~p1 ~ w ~p ., o ti H .7 n lp .. imp ss _ _,' ~ ~~='-~~. ~ ~ S ~ ~ ~ ~ ~ ~if~5 -N 7 0 "`' ~~ S ~ ti~ f D • ~ ~ _ p~ `~ y y ~ ^ t l ~' ~ ~ a ~ ~ ~~ -R~• ~ ~ ~ ~d ~z ~ .. . _ ~ ~ ` . ~ ~ ti A w C '~ '9 r~i 5 a. a ~ ~: ~ i ~. ~fIIL~ ~ I ~ ~ I ~ I ~ I ~ o ~ ~ ~- ~ O • R. . ~ V I ~. ~ ~ ~ A ~'' ~ ~ ~~~ °d a ~ o~ 7 ~ p a a: a'~ O ~ .. N ~ Y ~ ~ n~ F `~ 3 ~ ~ bZ ~. ~ : ~ ~ N ~~ a ~ 7 + ^. O ~ s N ~ ~ f~7 ~ ~ y "rJ ~- ~ z ~ ~ . n n d . _ ~ pp ~~ "1 a . HJ 69 69 69 Ery T :•~, ~•': ~ ~ 69 i 6q 69 69 ~~ , ~! v, sus cs sfi ss vi ss rs3 F.s se ,~ ``. ... .. ti ,,,~ (,, ~1`~~ ~~~~~ ~\ ~ C" s ~, ~` `~.~. ,. m '! it 7 0 A ~ d ("~ n Uj Q ~ ~ ~ • ~ ~ ~.• ~ ~ v J NR Vi p ~~. ~, ~ . A ~ 0. w ~ ^~ ~ ~` J`~ aro c a , zy ~ f _ :` AZv p ~ ;~ ~. r ~ r ~ ~, m ~ y _ a w _ er's a C7 "' ~ ~ a~ r^ ~, p ¢ ay ~~ ~ ~ ~ ~ G ~ ^nr °~° `~ ° ('1^ r' -° .~~, ~~ ~; i n Won V i fD d . .. fD R ~ d = ~ ~ p ~ ~. ~~ ~ ~_ d `~ .T ^o so y. a db ~~ ~ ~~ ~~ o ^, .~sv 3 ~ 'o ~,, o ~, a. ~ '~ , c [J ^ a' C ~ _ ~~ i'f" m v, ._ by v v - ~ _. Sv S ~ C ~ ~ C v y '~s, ~ Ant C ~. Joo p ~~ ^ '~ f w~ 7 a M~ ~ ~ R A r D R S ~: '- p 00 ~ .C w~ •9 W O ~~ ~ ~ ~ w3 ~_ ~ A ~ p ~ ~ . ~ ~ p `G C .~. r. r~ U~ S ~ a ~ ~' ~ ° ~ ~Q"~ ~ wC~mn .7 dm ~ off' ~ y ' ~ ~-wi !~~ ~" cao a• ca ('~ C. ~ m o I I o Fray O b 0. ~ p Z + ~^~~~ avo ~ '`2 n ~ ~ p .+ ? CI y c o ~ ~ cy '~ ~ S .D :D C"' ~ A ~y lD C7 ~ V ~ r ~ p ' ~ .T ~ ~a ~ ~ ~ ~ 0 O ~ ° ~~ ~ ~' Z ~ `. A m • 3' .a ~' o°o ~ v~ ~ ~ ~. co a y ;~ A7 ~ ^ ~ ^ ~ w ~ = ~ fD . O p o y ~ 5 ^ ^ ~ ~ y ~ cCp p ~ B J ~ ~' p Uj fD ~ J to ~_ ~ CD ~ ~ w p N ~' ~ a' ~ C~ fD ~ N F ~~ ' + O< ~° (7 ^ ~= `.. C~^ ~o ~ ~~~y~ f°~~ 3 E.° ~ mF a m ~~<.~ G ~ ~ ~ 't7 ~ f17~ ~ c`~ w~`2 ~ .. ~ ~. c ~ ~ ~ co I^ (~! ~ ~ r ^~ y O fD ry N^~ C" o ~ 9 a~?~`? ^ , a . g ~ a. ~ J ~ '~ _ TS d ~ ~ ~ R r w f'1 . ^^ ~ ° ~ b0 ~ ~~ ~ o=~ `~ y ~ ~ ~ agw ^ ~n ~ b o ~ a n ~ n ~ O n ai p, 'y ~ ~ ~ ~ ~ r. m ak 7 ~ ~ I N d A ~` Fax: 717-728-4472 E-Mail: gcgeraci@aol.corn 721 Alberta Avenue Register of Wills 1 Courthouse Square Cazlisle, Pa 17013 Dear Sir or Madam: Monday, August 20, 2012 This letter is in response to the Inheritance T~ Notices enclosed. If I read this correctly, ~o~~ established 'ointl death are not taxable, These ~ Y between a husband and wife more than one yeaz prior to TAY (my wife) and the names of the children were~added than 10 years ~°' ~'~ myself, and ( that same time.) Additionally, she died intestate, and her affairs were cover her debts, and I handled by her brother, Her estate ~,~ insufficient to which (if the assets arepshl deems of her expenses related to her burial, a co taxable) should be deducted from the ass se seod amounts enclosed, Sincerely, Pere us) Geraci