HomeMy WebLinkAbout11-09-12."' ~ ~' (PENNSYLVANIA INHERITANCE TAX
BUREAU OF INDIVIOUgL razes I NFORMAT I O N NOTICE;
PD Box z99s91 FILE N0. 21 12-0958
HARRISBURG Pl1 17129-0601 Pe ~~N~3flliii ~ 1 ,~' ~~= AND
OEPAa Ewrpfa§vwwup ;; ~ ~ TAXPAYER RESPONSE
ACN 12152457
ae ai Ex un'rua.,» _. ~~ DATE
09-21-2012
~, ,~~~1 `~~'~.~ `9 P"', ,(• ~G TYPE OF ACCOUNT
EST. OF DOROTHY P PICCOLO
.. SSN 160-16-1992 ^ savlwcs
_ DATE OF DEATH 12-31-2011 ® CHECKING
', CODNTY ~ TRUST
(' ~~ ~~~ " n CUMBERLAND
Ct1~~h ~f~/,I~J ~~/„ FA. REMIT PAYMENT AND FORMS T0: ^ CERTIF.
ELIZABETH PICCOLO
1206 MITCHELL DR REGISTER OF WILLS
MECHANICSBURG PA 17050-3132 1 COURTHOUSE SQUARE
' CARLISLE PA 17013
PSECU
Recortls indf ca to f.hat at the tleath provided the tlepa rtment with the information below, uhi ch was used in calculatin
nOtif DD You were a joint owner/beneficiary of this account. If 9 the inheritance tax due.
deceased and any amount other thanhezero ei sa reflected tbelow on the Potential Tax Due line, note no tax may be due, but you must
if yoo bath eveetnertmecnt~aofpyo0r relati onshl You are the spouse of the
it to the above atld Tess. please ca ie717 ~i87 ~83Die oche en deceased by checking Box C 1n PgRT I below and wri tin
written correction from the financial institution, attach a co 5 OUSe"
COMPLETE PART 1 BE OW * Ouesti ons, py to this form eoaTretu rn
SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 0160161 92-54 Date
01-20-1989
~ EStablishetl To ensure proper credit to the account,
Aceouni Balance '' copies of this notice oust two
' +t 1 , 209.13 paynent to the Re accompany
Percent Taxable sister of Wills. Make check
~( pav able fo "Reei Bier of Wills, Agent".
Amount Subject to Tax ~ 16.667
Tax Rate '' '~ 201 .53 NDTE, If taz pavnents are matle within three
'. X months of the decedent's data of death,
Potential Tax Due • 15 detluct a 5 pe rcant discount on the tax due.
' '~ 3 0.23 Anv inheritance taz duo will become tlelinouent
PART nine nonths after the tlate of death.
1^ TAXPAYER RESPONSE
A• ~ The above inf ore ation antl tax due is Correct.
j Remit payment to the Repi star of Wills with two co ies of
CHECK ~ la discount or avoid interest, or return this notice to this notice to obtain
ONE jam official assessment will be issued the Register of Wills and
BL DCK by the Pq Deparkment of Revenue.
ONL Y B' ~ The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return
fil~tl by khe estate representative.
C. ~ Theabove inf orna ton is incorrect antl/or debts and tleductions were
ConP'l ate PART ~ and/or PgRT ~ paid.
below.
PART If Sn di catf ng a diff rent tax rate, please state
relationship to tlace•le nt: __
TAX RETURN - CALCULATI ON °- ----
LINE 1. Date Established ~'
2. Account Balance
3. Percent 'taxable ~~
4. Amount Subject to Tax'.
5. Debts antl Detluctions 'I
6. Amount Taxable ',
7. Tax Rate ''
8. Tax Dua I
PART -~~
DATE PAID PAYEI~I
1Nrs
DEB 7S AND DEDUCTIONS CLAIMED
DESCRIPTION
iuiaL CEnter on Line 5 of Tax Computation)
Untlar penalties of pe rj ury,l I declare khat 8
comp etdFto kh~ be~f m~ the facts I reported above are true, <:o rre ct a
r/ Y n wled9e antl ball ef.
AMOUNT PAID
r ~
Debts and Deductions
Date Paid Payee __
1/2/12 GiantFoad Store
~r meeting at house with
and funeral director
Priests, organists, altar cash; gift envelopes
servers at Stj Joseph's Church
Giant Food 5 ore postage stamps for bills, thank
you notes, misc. expenses
3arbara Ma igan Preston -18 reimbursement for incidentals
V Walnut St. Mechanicsburg and serving meals on two
~A
occasions
:ommunity L fe Team EMS Date of Service 11/28/11
'Koste Villa f~ Am ul char e
Memorial Mass Luncheon
oyer's Flow rs and Gifts wreath for um table
ichardson F neral Home Funeral Home partial pay
Innacle Hea h Hospital Date of Service 12/22/11-
nnacle Heal Hvrisb r h it I bill
h Med Services Date of Service 12/22/11 -
chardson Fu eral Home funeral home balance due r
~arMerica prescription drugs
squehana T wnship EMS date of service 12/28/11-
Dept of Re
nue ambulan_,___ ce b~_
Pennsylvania personal Income
thopedic Ins kute of PA Dates of service 11/1/11 and
11/8/11-steroid shots in knee
:holic Cemet ties opening ground at grave site
ve Garden Post-interment luncheon
Iden Living N rsing Home - post-surgical wre
e Ridge Mou Lain
~acle Health Hospital Dates of service 11/19 -11/28/11
'n Balaban co-
attorney fees
islet of Wills inheritance tax form and
Max
Paid
TOTAL: $7,012.78