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Home My WebLink About04-04-05 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT EMMA G FISCHER 853 DOUBLING GAP ROAD NEWVILLE, PA 17241 _n_u__ fold EST ATE INFORMATION: SSN: 152-36- 1844 FILE NUMBER: 2105-0316 DECEDENT NAME: GUNTHER EMMA E DA TE OF PAYMENT: 04/04/2005 POSTMARK DATE: 03/24/2005 COUNTY: CUMBERLAND DATE OF DEATH: 07/22/2004 NO. CD 005159 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $3,349.47 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: ROBERT H FISCHER CHECK# 2142 SEAL INITIALS: RSK RECEIVED BY: REGISTER OF WILLS $3,349.47 GLENDA FARNER STRASBAUGH REGISTER OF WILLS CDKHDNWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. Z80601 ,-,--r.,-","",.".. HARRISBURG. PA - INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 -~S .."3\\,. 04137975 10-11-2004 REY-1543 EX lFP <U9-DDl , -~-:. ~ f q4 EST. OF EMMA E GUNTHER S.S. NO. 152-36-1844 DATE OF DEATH 07-22-2004 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS IX] CHECKING D TRUST D CERTIF. ~~ EMMA G FISCHER 853 DOUBLING GAP RD NEWVILLE PA 17241 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 WACHOVIA BANK NA has p"Dvidad the Depa..tBent with the infD"BatiDn listed belDw which has been used in calculating the pDtential tax due. Thei.. ..ecD..ds indicate that at the death Df the abDve decedent. YDU we..e a jDint Dwne../beneficia..y Df this accDunt. If YDU feel this infD"Batian is incD....ect. please Dbtain w..itten cD....ectiDn f..DB the financial institutiDn. attach a CDpy tD this fa... and ..etu..n it tD the abDve add..ess. This aCCDunt is taxable in accD..dance with the Inhe..itance Tax Laws Df the CDBBDnwealth Df Pennsylvania. Questions Bay be answe..ed by calling (717) 787-83Z7. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR Account No. 1010083588910 Date 05-04-2004 Established FILING AND PAYMENT INSTRUCTIONS x 116,863.95 100.00 116,863.95 .15 17 ,529.59 TAXPAYER RESPONSE TD insu..e p"Dpe.. c..edit tD YDU" accDunt. tWD (Z) cDpies Df this nDtice Bust acc~pany YDU" paYBent tD the Registe.. Df Wills. Make check payable tD: ftRegiste.. Df Wills. Agentft. Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x NOTE: If tax paYBents a..e Bade within th..ee (3) BDnths Df the decedent's date Df death. YDU ny deduct a SlC discount Df the tax due. Any inhe..itance tax due will baeDBe delinquent nine (9) BDnths afte.. the date Df death. Tax PART [!] [CHECK ] ONE BLOCK ONLY A. 0 The abDve infD"BatiDn and tax due is cD....ect. 1. YDU Bay chDDse tD ..eBit paYBent tD the Registe.. Df Wills with tWD cDPies Df this notice to obtain a discDunt D" aVDid inte..est. D" YDU Bay check bDX ftAft and ..eturn this nDtice tD the Registe.. Df Wills and an Dfficial assesSlent will ba issued by the PA Depa..tBent Df Revenue. B. 0 The abDve asset has been D" will be ..epD..ted and tax paid with the Pennsylvania Inhe..itance Tax ..etu..n tD be filed by the decedent's ..epresentative. C. ~ The abDve infD"BatiDn is incD....ect and/D" debts and deductiDns we..e paid by YDU. YDU Bust cDBplete PART ~ and/D" PART ~ belDw. PART [!] DATE .045 ""2..J6 z..- <1 . ~ i DEBTS AND DEDUCTIONS PART If you indicate a differen~ax rate, ~~ase state your ~ relationship to decedent: ---l.:) ~~ ~-"' \.--r TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1"" \ \ \ " ~ -* 2. Account Balance 2"""" ~ . ~ \0 3 - 'S 3. Percent Taxable 3 X .s l!::> . "10 t) 4. Amount Subject to Tax 4 'S ~ Y ~ L . 9~ S. Debts and Deductions S 6. Amount Taxable 6 7. Tax Rate 7 X 8. Tax Due 8 CLAIMED PAID PAYEE DESCRIPTION AMOUNT PAID I $ I TOTAL (Enter on Line S of Tax Co~utation) declare that the facts I belief. R ~( 2--3 \ ~ 'J'--" DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL DEPT. Z80601 HARRISBURG. PA 171Z8-0~1-/', *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO.21-~S--3\~ ACN 04137976 DATE 10-11-2004 .EV-1543 EX lFP <U9-DDl ~1: t1 L~ TYPE OF ACCOUNT EST. OF EMMA E GUNTHER' D SAVINGS S.S. NO. 152-36-1844 IX] CHECKING DATE OF DEATH 07-22-2004 D TRUST COUNTY CUMBERLAND D CERTIF. REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 EMMA GFISCHER 853 DOUBLING GAP RD NEWVILLE PA 17241 WACHOVIA BANK NA has p"Dvided the Depa..t.ent with the infDraatiDn listed belDW which has been used in calculating the pDtential tax due. Thei.. ..ecD..ds indicate that at the death Df the abDve decedent. YDU we..e a jDint Dwne../beneficia..y Df this accDunt. If yDU feel this infD...atian is incD....ect. please Dbtain w..itten cD....ectiDn f..D. the financial institutiDn. attach a copy tD this fa... and ..atu..n it tD the abDve add..ess. This aCCDunt is taxable in accD..dance with the Inhe..itance-Tax Laws Df the CD..Dnwealth Df Pennsylvania. QuestiDns .ay be answe..ed bycsliing (717l 787-83Z7. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR Account No. 1030002737502 Date 10-20-1997 Established FILING AND PAYMENT INSTRUCTIONS x 8,636.63 50.000 4.318.32 .15 647.75 TAXPAYER RESPONSE TD insu..e p..ope.. c..edit tD yDU" accDunt. two (Z) cDpies Df this nDtice BUst acc~pany YDU" pay.ent tD the Registe.. Df Wills. Make check payable tD: ftRegiste.. Df Wills. Agentft. Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x NOTE: If tax pay.ants a..e .ade within th..ee (3) .Dnths Df the decedent's date Df death. YOU .ay deduct a SlC discount of the tax due. Any inhe..itance tax due will bec~e delinquent nine (9) .onths afte.. the date Df death. Tax PART [!] A. [ SHECK ] ONE BLOCK B. ONLY c. o The above info...atiDn and tax due is cD....ect. 1. You .ay choose to ..e.it paYMent to the Registe.. of Wills with two copies Df this notice tD Dbtain a discount 0.. avoid inte..est. D" you say check box ftAft and ..etu..n this notice to the Registe.. Df Wills and an official assessaent will be issued by the PA Depa..taent Df Revenue. o The above asset has been 0.. will be ..epo..ted and tax paid with the Pennsylvania Inhe..itance Tax ..etu..n tD be filed by the daceden~'s ..ep..esentative. ~ The above infD...ation is incD....ect and/o.. debts and deductions we..e paid by you. You .ust co.plete PART ~and/o" PART ~ below. PART [!] DATE PAID -, -z.,"Z..- o~ t (5 '-\~ \~~.~'l- DEBTS AND DEDUCTIONS PART If you indicate a different-tax rate~lease state your ~ relationship to decedent: --l:&.... \j ~ ~ TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 1 \ ~ , (....- ~ \ ~ 1 2. Account Balance 2 ~ L 3. ~ . 1; 3 3. Percent Taxable 3 X 'S C"\ , CS f'l 4. Amount Subject to Tax 4 '4 '::l., \ %-. ~ 2- S. Debts and Deductions S 6. Amount Taxable 6 7. Tax Rate 7 X 8. Tax Due 8 CLAIMED ./...... .s AMOUNT PAID S4 <t) - PAYEE DESCRIPTION TOTAL (Enter on Line S of Tax Computation) $ ~- Under penalties of perjury, I declare that the facts I ~mplete to the bB_st of my k~owledge and belief. C ~ ~ ~ ..c. , ^- ---- T4YP4VI=R ~mNi.+URE have reported above are true, co~rect and HOME ell ~ )/1 C:.... ~;::;- )-\ \, WORK ....(. ) , ~ TELEPHONE NUMBER DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. Z80601 ,"r, " HARRISBURG, PA 171Z8~QkOL,; J* INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 .. ~ '5 -"3 \~ 04137977 10-11-2004 , RtV-1545 EX iFP 109-00> 2~: t~,5 EST. OF EMMA E GUNTHER S.S. NO. 152-36-1844 DATE OF DEATH 07-22-2004 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS D CHECKING D TRUST \Xl CERTIF . REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 EMMA G FISCHER 853 DOUBLING GAP RD NEWVILLE PA 17241 WACHOVIA BANK NA 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 decedant, you were a joint owner/beneficiary of this account. If you feel this inforMation is incorrect, please obtain written correction fr~ 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 COMeonwealth of Pennsylvania. Questions May be answerad by calling (717l 787-83Z7. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 287312050951077 Date 11-01-1999 Established x 23,364.87 50.000 11 , 682 . 44 .15 1,752.37 TAXPAYER RESPONSE To insure proper credit to your account, two (Zl copies of this notice BUst aCCOMpany your paYMent to the Register of Wills. Make check payable to: "Register of Wills, Agent". Account Balance Percent Taxable A.ount Subject to Tax Rate Potential Tax Due x NOTE: If tax paYMents are Made within three (3l Months of the decedent.s date of death, you May deduct a 57. discount of the tax due. Any inheritance tax due will beCOMe delinquent nine (9l Months after the date of death. Tax PART [!] A. [ CHECK ] ONE BLOCK B. ONLY c. c=l The above inforMation and tax due is correct. I. You May choose to reMit paYMent to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or you May check box "A" and return this notice to the Register of Wills and an official assessMent will be issued by the PA Departeent of Revenue. c=l The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representative. ~ The above inforMation is incorrect and/or debts and deductions were paid by you. You MUSt COMplete PART ~ and/or PART ~ below. x (S~s 5-,.6',,' If you indicate a differ~ax rat~lease state your relationship to decedent: ....^.)a \.::: :.1.-..---. PART ~ TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. A.ount Subject to Tax 5. Debts and Deductions 6. A.ount Taxable 7. Tax Rate 8. Tax Due OF 1 2 3 4 5 6 7 8 TAX ON JOINT/TRUST ACCOUNTS " " ,\.. " "- '2. ~ .~ I.,-q: . ~ 5<3. ~~ " '\ l\-~C . '-I '+ x PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID I $ I TOTAL (Enter on Line 5 of Tax Co~utation) Under penalties of perjury, I declare that the co~lete to the best of .y knowledge and belief. ~ ~- ~~~ TAYPAVI=P ~T~N4T"RE facts I have reported above are true, correct and HOME (117) II ~- ':)-'2.-1 ~ WORK (Ai ~ - ~I~~~ TELEPHO E N MBER DATE . -~':... --~ Wachovia Bank, NA Carlisle Financial Center PA6825 604 East High Street Carlisle, PA 17013 ~ h~~~ Tel 717 249-7478 WACHOVIA. MARCH 22,2005 EMMA E GUNTHER EMMA G FISCHER 853 DOUBLING GAP RD NEWVILLE P A 17241 DEAR EMMA, THIS LETTER IS TO VERIFY THAT THE ACCOUNT NUMBER 8882791322 WAS OPENED 11/1/99 IN BOTH EMMA E GUNTHER'S & EMMA G FISCHER'S NAME. WHEN THE ACCOUNT WAS CLOSED ON 5/4/04, IT WAS TRANSFERRED TO ACCOUNT NUMBER 1010083588910, ALSO IN BOTH NAMES. SINCERELY, fv)OM1f'cf)LMO MARY K LINS FINANCIAL SPECIALIST CARLISLE P A 717-249-7478 -J -n . , "-j ~uu ^ r.. ~ICrl-l~D DnRI:'DT 1-1 ~ICrl-l~D 1853 Doubling Gap Rd. Newville, PA 1n41 717-776-5216 Emfisc@aol.com March 23, 2005 Commonwealth of Pennsylvania Department of Revenue Bureau of Individual Taxes Dept. 280601 Harrisburg, PA 17128-06601 To Whom It May Concern: RE: Estate of Emma E. Gunther File No. 21 ACN 04137975, 04137976, 8: 041379n My mother, Emma E. Gunther, passed away on July 22, 2004. In October I received the above listed File No. 21 and ACN's. Upon review I noticed that the tax rate being used is 15% Collateral. I am a direct decdent of Emma E. Gunther, therefore, the tax rate should be 4.5%, Lineal. I have listed the changes in the tax due. On ACN 04137975 the percent taxable is listed as 100%. This is incorrect. This account #1010083588910 was transferred from account #8882791322 (see attached letter). Check #2142, in the amount of $3349.47 is attached. This amount will cover the tax on all three forms. Do not hesitate to notify me if further information is needed. Sincerely, r ~~.~~~ Emma G. Fischer Ef Attm. Letter 3 Rev-1545 EX AFP (09-00) Check #2142 c..) .;:- - - - - - - - - - - - - - I o R :::! n S , Oc \..:l -<..;. <..n ;:;;; ;:SW ;'l 11>' :~ ~ ~ :~~~ ~'::;,~ v-~' ~ ~ <C) ,?; ~~~ -N ,~ ~. ~ 'it> - ~ '1' S w i ~~ \: '," ,;~,.'~ ~_.Y4> "'" (,<A k ,~~ ,. - ~,' '() cP ,.'!, 4\ :"" ..~~.,\ - -.'~ (::,'i ",: ".,,~ v "";A ~ ~ I ! ~ I ~ \g::' '"". . :D. :D t!! m ,i:2 - ... - - ~ - =;;~C)i ~ ci~o~ ~ :OO(')"s: ~ G')"'mzm c:J ~ ~Cz c:J ><<~ c:J j 2g0;Q)' ", ~ ~ S)>UJ o !:e ... < ", g: 0) O~m "IT' o Z-;Z ... ><c -IT' mm ru en IT' l.11 ..~ g!: <:) ill = <:) <:) <:) Qt - ... ... jU Xdj tJ -...J N 00 fJ ~ :E ~!d i'l- UdV Snal ,-,,,......--' \ 3~c:. 'D~", ~ ~__-o' ~...,. ON-.\~~"'O <:).J:> ~~~rno'i1l U1 ~._~ ~ ~.a::l '& ~ ~ ~D"" '3. ~-j