HomeMy WebLinkAbout04-04-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
OEPT. Z80601 c-,~- "";i
HARRISBURG, PA 171Z'~~~~lJ\
,~oM.
{/IJINI'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 21 -<)s- <.1.3
ACN 04146311
DATE 12-14-2004
: :.~
'"JiEV-15U EX AFP lOt-DOl
1\: 52
TYPE OF ACCOUNT
EST. OF CALVIN A LOUTZENHISER 0 SAVINGS
5.5. NO. 161-16-6184 iii CHECKING
DATE OF DEATH 08-02-2004 0 TRUST
COUNTY CUMBERLAND 0 CERTIF.
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
r-,,'
DAVID H LOUTZENHISER
764 AMSTERDAM RD
MOUNT LAUREL NJ 08054
PHC BANK has provided tha Departllent with the infor.ation listed belDw which has been used in
calculating the potential tax due. Their records indicate that at the death Df the above decedent, YDU were a joint Dwner/beneficiary Df
this account. If YOU feel this infDr.ation is incorrect, pleasa obtain written cDrrectiDn frD. the financial institutiDn, attach a copy
tD this fD'" and return it to the abDve address. This aCCDunt is taxable in accordance with the Inheritance Tax Laws of the Coeaonwealth
OT PennsylvaniB. QuesHon.. ny b.. Bns"B,"ed by calling (717) 787-S3Z7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 5140110933 Dat. 02-01-1970
Established
Account Balance
Percent Taxabla
A.ount Subject to
Tax Rate
Potential Tax Du.
x
26.975.48
16.667
4.496.00
.045
202.32
TAXPAYER RESPONSE
TD insure proper credit to your account, tWD
(Z) cDpies of this notice .ust aCCD.pany YDur
pay.ant to the Register Df Wills. Make check
payabla to: "Registar of Wills, Agent".
x
NOTE: If tax pay.ents are .ade within three
(3) .onths of the decedent's dete of death,
you .ay deduct a 5X discount of the tax due.
Any inheritance tax due will beco.e delinquant
nine (9) eonths after the date of death.
Tax
PART
[!]
A.
[ CHECK ]
ONE
BLOCK B.
ONLY
c.
c=l The above inforeation and tax due is correct.
1. You .ay choose to re.it pay..nt to the Register of Wills with two copies of this notice to Dbtain
a discount Dr avoid interest, Dr yoU .ay check box "A" and return this notice to the Register of
Wills and an official asseSS8ent will be issued by the PA Oeparteant of Revenue.
c=l The above asset has been or will be repDrted and tax paid with the PennsYlvania Inheritance Tax return
tD be filed by the decedent's representative.
c=l The abDve inforeation is incorrect and/or debts and deductiDns wera paid by you.
YDU .ust coeplete PART ~ and/Dr PART ~ below.
If you indicat. a different tax ret.. please state your
relationship to decedent:
PART
~
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established 1
2. Account Balance 2
3. Percent Taxable 3 X
4. A.ount Subject to Tax 4
5. Debts and Deductions 5
6. A.ount Taxable 6
7. Tax Rate 7 X
8. T~~e 8
PART
[!]
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on Line 5 of Tax Co~utation)
ry. I declare that the facts I
owledge and belief. HOME
I
$
and
~.fi)
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
LOUTZENHISER DAVID H
764 AMSTERDAM ROAD
MOUNT LAUREL, NJ 08054-3260
-------- fold
ESTATE INFORMATION: SSN: 161-16-6184
FILE NUMBER: 2105-0223
DECEDENT NAME: LOUTZENHISER CALVIN A
DA TE OF PAYMENT: 04/04/2005
POSTMARK DATE: 04/02/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 08/02/2004
NO, CD 005153
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
041 46311 I $202.32
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$202.32
REMARKS: DAVID H LOUTZENHISER
CHECK# 10107
SEAL
INITIALS: RSK
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
~
C
t'
c.J
......
~
~
:-
-
-
-
-
-
-
-
-
:::::.
-
-
-
-
-
~
-
-
-
-
::...
-
-
-
-
:-
-
-::-
;.-
-
-
:-
-
-
-
-
-:::-
::-
-::=
tJ~
o ~ ~
~ ~ ~
____ ~ CJ"
v:-__~ ~
~ ~
- v~
....:::<:>
p ('"'"') <8-
0" __.
~r?
-
~
o
~
q
~
~
~
V"'
~
\
~i <,~~~; ~
l\t\l\\
\ !~ \. ,,"' ....,.1.
'\
1
II