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HomeMy WebLinkAbout04-01-13 BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX pennsy[vania DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE IR PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (12-12) HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS RECORDED OFFICE OF DATE 04-01-2013 DAGLR REGISTER OF WAIL LS DATETOFODEATH 07-15-2012 MADELINE E J�f FILE NUMBER CV_/3_0430 CU3 PM J Cr7 COUNTY CUMBERLAND 47t SSN/DC 153-16-8212 WALTER M DA GLER JR_ ACN 12145740 CO CAROL MADDE LEEK Or APPEAL BY DATE:05-31-2013 246 ARCH SiD R P}j A N S' C U R T (See reverse side under Objections) CARLISLECUMBERLRf4[M3-pA68 Amount Remitted I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS REV-1548 EX-AFP (I2-12)-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 04-01-2013 ESTATE OF:DANGLER MADELINE E DATE OF DEATH:07-15-2012 COUNTY:CUMBERLAND FILE NO. : S.S/D.C. NO. : 153-16-8212 ACN: 12145740 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ORRSTOWN BANK ACCOUNT NO. : 106004906 TYPE OF ACCOUNT: ( )SAVINGS ( )) CHECKING ( )TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 08-18-2008 Account Balance 2,825.76 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0.166 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 470.97 UPPER PORTION OF THIS NOTICE Debts and Deductions 500.00 WITH YOUR TAX PAYMENT TO THE Taxable Amount .00 REGISTER OF WILLS AT THE Tax Rate x •045 ABOVE ADDRESS. MAKE CHECK Tax Due .00 OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 1�6 IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX pennsyLvania INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE iR DEPARTMENT OF REVENUE PO BOX 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (12-12) HARRISBURG PA 17128-0601 REnORDEV�ry�VGe Of V f�i_I�V'L: TRUST ASSETS REGISTER OF WILLS DATE 04-01-2013 1 p m �yESTATE OF DANGLER MADELINE E 2013 IRPR 1 i M 12 1 ILE NUMBER 121 -/13 0//27-15-2012 COUNTY CUMBERLAND �� CAROL A MADDEN CLERK OF SSN/DC 153-16-8212 ACN 121 CO CAROL MADDEN ORPHANS' COURT APPEAL BY DATE:05- :05-31-2013 246 ARCH ST CUMBERLAND CO., PA (See reverse side under Objections) CARLISLE PA 17013-3868 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE --01 RETAIN LOWER PORTION FOR YOUR RECORDS 4— REV-1548 EX AFP (12-12)-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE: 04-01-2013 ESTATE OF:DANGLER MADELINE E DATE OF DEATH:07-15-2012 COUNTY:CUMBERLAND FILE NO. : S.S/D.C. NO. : 153-16-8212 ACN: 12145741 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: ORRSTOWN BANK ACCOUNT NO. : 106004906 TYPE OF ACCOUNT: ( )SAVINGS ( X) CHECKING ( )TRUST ( )TIME CERTIFICATE DATE ESTABLISHED 08-18-2008 Account Balance 2,825.76 NOTE: TO ENSURE PROPER CREDIT TO Percent Taxable X 0. 166 YOUR ACCOUNT, SUBMIT THE Amount Subject to Tax 470.97 UPPER PORTION OF THIS NOTICE Debts and Deductions - 500.00 WITH YOUR TAX PAYMENT TO THE Taxable Amount .00 REGISTER OF WILLS AT THE Tax Rate x .045 ABOVE ADDRESS. MAKE CHECK Tax Due .00 OR MONEY ORDER PAYABLE TO: TAX CREDITS: "REGISTER OF WILLS, AGENT." PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. It IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. PENNSYLVANIA INHERITANCE TAX 1 ` BUREAU OF INDIVIDUAL TAXES R �� OFFICE ��FORMATION NOTICE FILE N01. 21 PO Box 280601 ANTI HARRISBURG PA 17128-06x1 P F1LL .AXPAYER RESPONSE ACN 12145741 DEP MENT OF REVEttUE DATE 08-20-2012 REM 543 EX AFp (05-1)) 1J r1F R I IN I LL Q TYPE OF ACCOUNT CLERK OF EST. OF MADELINE E DANGLER Q SAVINGS ORPHANS' COURT SSN 153-16-8212 ® CHECKING CUMBERLAND CO., PA DATE OF DEATH 07-15-2012 n TRUST COUNTY CUMBERLAND FI CERTIF. REMIT PAYMENT AND FORMS TO: CAROL A MADDEN REGISTER OF WILLS CO CAROL MADDEN 1 COURTHOUSE SQUARE 246 ARCH ST CARLISLE PA 17013 CARLISLE PA 17013-3868 0 RRST OWN BANK 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. 106004906 Date 08-18-2008 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance 2 825.76 payment to the Register of Wills. Make check $ payable to "Register of Wills, Agent". Percent Taxable X 16.667 NOTE: If tax payments are made within three Amount Subject to Tax $ 470.97 months of the decedent's date of death, Tax Rate X .045 deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent Potential Tax Due $ 21.19 nine months after the date of death. PART TAXPAYER RESPONSE AW 00 �. \ .\\\ \ \O\ ' A. ❑ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain CHECK a discount or avoid interest, or return this notice to the Register of Wills and ONE an official assessment will be issued by the PA Department of Revenue. BLOCK B. F] The above asset has been or will be reported and tax paid with the Pennsylvania inheritance tax return ONLY filed by the estate representative. C. ❑ The above information is incor c and/or debts and deductions were paid. Complete PART ] and/or PART below. If indicating a different tax rate, please/-state �� PART relationship to decedent: \\ \ IA `WIN TAX RETURN - CALCULATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 10 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 7 X t//S 8. Tax Due 8 $ t.1 PART DEBTS AND DEDUCTIONS CLAIMED DATE PAID PAYEE DESCRIPTION AMOUNT PAID S -cam_ cn c7 TOTAL (Enter on Line 5 of Tax Computation) 0 c) Under penalties of perjury, I declare that the facts I reported above are true, correct and complete to the b„$ of my knowledge and belief. HOME ( -7r7 ) __,j y0— Q 6q 0_&t y WORK (-717 ) _7'7(o TAXPAYER SIGNATURE TFI_FPHONF NIIMRFR TAT(