HomeMy WebLinkAbout04-26-07
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COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 008076
SAURMAN PATRICIA A
431 HERMAN AVE
LEMOYNE, PA 17043
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
_
fold
06153171 $177.16
ESTATE INFORMATION: SSN: 163-07-6635
FILE NUMBER: 2106- 1 095
DECEDENT NAME: DIERICH ERNEST R
DATE OF PAYMENT: 04/26/2007
POSTMARK DATE: 04/23/2007
COUNTY: CUMBERLAND
DATE OF DEATH: 09/ 1 8/2006
TOTAL AMOUNT PAID: $177.16
REMARKS:
CHECK# 233
INITIALS: DM
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
60-1425 U~~'
ERNEST R. DiERiCH, SR. 313 233
PH. 717-763-4077 362223353
431 HERMAN AVENUE
LEMOYNE, PA 17043 DATE ~2-3- 0_7
i h
w PAY TO THE /y
ORDER OF L I'm /
DOLLARS
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3 Fulton Bank
• Capital Division Drovers Bank Division
s • Great Valley Division • Lancaster/Chester Division
MEMO
1:0313014221: 3622 233530 0233
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE INFORMATION NOTICE (7cl
~
EPTAU2806D1DIVIDUAL TAXES AND FILE NO. 21 ()(3
HARRISBURG, PA 17128-0601 TAXPAYER RESPONSE ACN 06153171
* * REVISED NOTICE * * * DATE 10-27-2006
REV-1543 EX AFP (09-00)
TYPE OF ACCOUNT
EST. OF ERNEST R DIERICH ❑ SAVINGS
S. S. NO. 162-07-6635 ® CHECKING
DATE OF DEATH 09-18-2006 ❑ TRUST
COUNTY CUMBERLAND ❑ CERTIF.
REMIT PAYMENT AND FORMS TO:
PATRICIA A SAURMAN REGISTER OF WILLS
431 HERMAN AVE CUMBERLAND CO COURT HOUSE
LEMOYNE PA 17043 CARLISLE, PA 17013
FULTON BANK has provided the Department with the information listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy
to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
of Pennsylvania. Questions may be answered by calling (717) 787-8327.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 3622-23353 Date 06-30-2003 To insure proper credit to your account, two
Established (2) copies of this notice must accompany your
payment to the Register of Wills. Make check
Account Balance 18,694.32 payable to: "Register of Wills, Agent".
Percent Taxable X 50.000
NOTE: If tax payments are made within three
Amount Subject to Tax _ 9,347.16 (3) months of the decedent's date of death,
Tax Rate X .045 you may deduct a 5% discount of the tax due.
Any inheritance tax due will become delinquent
Potential Tax Due 420.62 nine (9) months after the date of death.
PART TAXPAYER RESPONSE
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A. ❑ The above information and tax due is correct.
1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain
CHECK a discount or avoid interest, or you may check box "A" and return this notice to the Register of
ONE Wills and an official assessment will be issued by the PA Department of Revenue.
B LOCK B. ❑ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
ONLY to be filed by the decedent's representative.
C. The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART 2❑ and/or PART 3❑ below.
PART If you indicate a different tax rate, please state your s € TI?G;It~lr::::tl~rE:::aI11EY
relationship to decedent: ::::::.:;::::::::::..s:::::::::::::::
€€€A =€lEA1 MENIi OF €s;REEN '
RETURN € € ;ss= s
TAX
COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LiNE 1. Date Established 1
2. Account Balance 2
3. Percent Tax ::::?::s :;:i::• .::.'::s :=;€;;s::;:€:::a is:i:is_ s:s:::::°:;:::
able 3
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4. Amount
Subject to Tax 4_ lli
5. Debts and Deductions 5 .
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6. Amount Taxable _:::::::::::::..:;.:a:a:s7;,:::::.:::::::ss
e 6 _ . S
7. Tax Rate 7 X e::v::::::::;.:::::::
.
8. Ta s.........; €:€:€:i['s: i........
Tax Due
8 /
PART DEBTS AND DEDUCTIONS CLAIMED
P
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation) S _cf 17
Under penalties of perjury, I declare that the facts I have reported above are? true, correct and
complet to the best of my nowledg and belief. HOME ( ) ~ 3 "
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TAXPAYER SIGNATURE TELEPHONE NUMBER TE
Attachement to ACN 06153171
Debts and Deductions Claim for Patricia A. Saurman, 431 Herman Ave., Lemoyne, PA 17043
Fulton Bank Acct. 3622-23353
Check #217 - Burick & Azizkhan Internal Medicine 09-18-06 Family Physician $ 44.43
Check #218 - Verizon 09-18-06 Telephone Bill $ 54.68
Check #219 - IMWRF (Susq. Club) 09-22-06 Funeral Luncheon $ 445.50
Check #220 - Stone & Murray, Funeral Director 09-22-06 Funeral Expenses $ 2,509.00
Check #221 - Millenium Phy. Sys. East 10-12-06 Medication $ 197.87
Check #222 - Chapel Pointe 10-13-06 Nursing Home Care $ 915.00
Check #223 - Quantum Imaging 10-14-06 X-ray $ 13.90
Check #224 - Associated Cardiologists 10-14-06 Heart Consultation $ 27.50
Check #225 - Burick & Azizkhan Internal Medicine 10-14-06 Family Physician $ 22.28
Check #226 - Susq. Breast Care Center 10-16-06 Dermatologist $ 23.06
Check #227 - Burick & Azizkan Internal Medicine 11-03-06 Family Physician $ 100.18
Check #228 - Philhaven 11-09-06 Psychiatric Evaluation $ 19.12
Check #229 - Belvedere Medical Corp. 11-17-06 Nursing Home Visit $ 12.75
Check #230 - Holy Spirit Hospital 12-09-06 Hospital Stay $ 952.00
Check #231 - U.S. Treasury 04-12-07 Federal Income Tax $ 73.00
TOTAL $ 5,410.27
Patricia Saurman
431 Herman Ave..
Lemoyne, PA 17043,.,
nytHNtN-`14~
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