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HomeMy WebLinkAbout01-25-06 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 AKERS JAMES R 2344 BERRYHILL STREET HARRISBURG, PA 17104 _n___h fold ESTATE INFORMATION: SSN: 192-01-7250 FILE NUMBER: 2105-0999 DECEDENT NAME: AKERS D RICHARD DATE OF PAYMENT: 01/25/2006 POSTMARK DATE: 01/25/2006 COUNTY: CUMBERLAND DATE OF DEATH: 11/03/2005 NO. CD 006241 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $4,008.82 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: JAMES AKERS CHECK#109 SEAL INITIALS: RSK RECEIVED BY: REGISTER OF WILLS $4,008.82 GLENDA FARNER STRASBAUGH REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG, PA 17128-0601 '* INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 05- 0999 06102627 01-19-2006 REY-1545 EX AFP [09-00> I EST. OF D RAKERS S.S. NO. 192-01-7250 DATE OF DEATH 11-03-2005 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS IX] CHECKING o TRUST o CERTIF. JAMES RAKERS 2344 BERRYHILL ST HBG PA 17104-2009 REHIT PAYHENT AND FORHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PSECU 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 Pennsylvenia. Questions may be answered by calliny (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 8870228767-4 Date 08-28-2003 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 2,932.56 50.000 1,466.28 .045 65.98 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". Tax x NOTE: If tax payments are made within three (3) months of the decedent.s date of death, yoU may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. PART ill 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 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 Department of Revenue. B. ~ 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. C. [] The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. [CHECK ] ONE BLOCK ONLY If yoU indicate a different tax rate, please state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION OF LINE 1. Date Established 1 2. Account Balance 2 3. Percent Taxable 3 4. Amount Subject to Tax 4 5. Debts and Deductions 5 6. Amount Taxable 6 7. Tax Rate 7 8. Tax Due 8 PART [!] DATE PAID DEBTS AND DEDUCTIONS CLAIMED TAX ON JOINT/TRUST ACCOUNTS x x PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. ~~ /'AJ~ ~AYER SIGN~UfE I TOTAL (Enter on Line 5 of Tax Computation) I $ HOME ("1/"1) z.S'~ ~ II"Z. WORK (.., 11 ) 2J::t... ~.f.. S7 TELEPHONE NUMBER DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 05-0999 06102628 01-19-2006 REV-154! EX AFP 109-00) I EST. OF D RAKERS S.S. NO. 192-01-7250 DATE OF DEATH 11-03-2005 COUNTY CUMBERLAND TYPE OF ACCOUNT [Xl SAVINGS o CHECKING o TRUST o CERTIF. JAMES RAKERS 2344 BERRYHIll ST HBG PA 17104-2009 REMIT PAYMENT AND FORMS TO: REGISTER OF WIllS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PSECU has provided the Depart.ent with the infor.ation 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 for. and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Com.onwealth 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. 8870228767-1 Date 08-28-2003 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 464.01 50.000 232.01 .045 10.44 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice must acco.pany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". Tax x NOTE: If tax pay.ents are made within three (3) months of the decedent.s date of death, you may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. PART [!] A. [ CHECK ] ONE BLOCK B. ONLY c. [] 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 a discount or avoid interest, or YoU may check box "A" and return this notice to the Register of Wills and an official assess.ent will be issued by the PA Department of Revenue. ~)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 infor.ation is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. If you indicate a different tax rate, please state your relationship to decedent: PART @] TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED OF TAX ON JOINT/TRUST ACCOUNTS .1 2 3 4 5 6 7 8 x x PAYEE DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) I $ Under penalties of perjury, I declare that the facts I complete to the best of my knowledge and belief. TA~AT~ have reported above are true, correct HOME (7/1) 2~~ ~I~ WORK (7/1) 2-, t.{ ,f"~ TELEPHONE NUMBER and DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. Z8060l HARRISBURG, PA l7lZ8-060l '* INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 05-0999 06102645 01-19-2006 1. ~.:,> REV-15~J EX AFP (09-00) EST. OF D RAKERS S.S. NO. 192-01-7250 DATE OF DEATH 11-03-2005 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS o CHECKING o TRUST 00 CERTIF. JAMES RAKERS 2344 BERRYHILL ST HBG PA 17104-2009 REHIT PAYHENT AND FORHS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PSECU 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 PAnnsylvania. Questions may be an$wered by call!n~ (717) 787-83Z7. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 8870228767-55 Date 08-28-2003 Established Account Balance Percent Taxable Anount Subject to Tax Rate Potential Tax Due x 3,013.88 50.000 1,506.94 .045 67.81 TAXPAYER RESPONSE To insure proper credit to your account, two [Z) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". x NOTE: If tax payments are made within three (3) months of the decedent's date of death, you may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. Tax PART [!] A. [ CHECK ] ONE BLOCK B. ONLY c. [J 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 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 Department of Revenue. ~he above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax r-~to be filed by the decedent.s representative. [J The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. re tu rn If you indicate a different tax rate, please state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Anount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due PART [!] DATE PAID DEBTS AND DEDUCTIONS CLAIMED OF 1 2 3 4 5 6 7 8 x TAX ON JOINT/TRUST ACCOUNTS x PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax Computation) I $ Under penalties of perjury, I declare that the facts I onplete to the best of my knowledge and belief. ~ TA PAYER SIGNATURE have reported above are true, correct and HOME (1(1 ) '3?' S 3/12- WORK ( 1) ').., L/ ~~ TELEPHONE NUMBER DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 '*' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 05- 0999 06102646 01-19-2006 REV-15U EX AFP (09-00) I EST. OF D RAKERS 5.5. NO. 192-01-7250 DATE OF DEATH 11-03-2005 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS o CHECKING o TRUST IX] CERTIF. JAMES RAKERS 2344 BERRYHILL ST HBG PA 17104-2009 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PSECU 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. 8870228767-54 Date 08-28-2003 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 3,016.33 50.000 1,508.17 .045 67.87 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". Tax x NOTE: If tax payments are made within three (3) months of the decedent's date of death, YoU may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. PART ill A. [ CHECK ] ONE BLOCK B. ONLY c. If yoU indicate a different tax rate, please state your relationship to decedent: r=J 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 a discount or avoid interest, or YOU may check box "An and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. ~he 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. r=J The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. PART @J TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7, Tax Rate 8. Tax Due PART [!J DATE PAID DEBTS AND DEDUCTIONS CLAIMED OF 1 2 3 4 5 6 7 8 x TAX ON JOINT/TRUST ACCOUNTS x I TOTAL CEnter on Line 5 of Tax ComputationJ Under penalties of perjury, I declare that the facts I complete to the best of my knowledge and belief. PAYEE DESCRIPTION AMOUNT PAID I $ correct and DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 05-0999 06102647 01-19-2006 REV-ISH EX AFP (09-00) I EST. OF D RAKERS S.S. NO. 192-01-7250 DATE OF DEATH 11-03-2005 COUNTY CUMBERLAND TYPE OF ACCOUNT IX] SAVINGS o CHECKING o TRUST o CERTIF. JAMES RAKERS 2344 BERRYHIll ST HBG PA 17104-2009 REMIT PAYMENT AND FORMS TO: REGISTER OF WIllS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PSECU 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 ~ay be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW · . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 8870228767-7 Date 08-28-2003 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 3,521.80 50.000 1,760.90 .045 79.24 TAXPAYER RESPONSE To insure proper credit to your account, two (2l copies of this notice must accompany your payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". Tax x t NOTE: If tax payments are made within three (3) months of the decedent.s date of death, you may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. PART [!] A. [ CHECK ] ONE BLOCK B. ONLY c. [] 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 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 Department of Revenue. t7J 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. If yoU indicate a different tax rate, please state your relationship to decedent: [] The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. PART ~ TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due PART f!1 DATE PAID DEBTS AND DEDUCTIONS CLAIMED OF 1 2 3 4 5 6 7 8 x TAX ON JOINT/TRUST ACCOUNTS x PAYEE DESCRIPTION I TOTAL (Enter on Line 5 of Tax Computation) AMOUNT PAID Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. t/tJ ~ SIGNATURE I $ HOME ( 11'1.) "Z"3 '3>> WORK (,l\.) Z t TELEPHONE NUMBER DATE 2344 Berryhill Street Harrisburg PA 17104 January 24, 2006 Register of Wills Cumberland County Courthouse Carlisle PA 17103 Re: D. Richard Akers Estate File No. 21 05-0999 Dear Sir or Madame: The Commonwealth's Bureau of Individual Taxes has sent me three separate Information Notices and Taxpayer Response forms for the above-referenced estate (triplicate forms for 5 different accounts). The forms do not account for additional monies deposited into the estate from a brokerage account. I estimate that the portion of the estate taxable under the PA Inheritance Tax laws will total $93,773.69. The estate will qualify for an early payment discount (within 90 days). Accordingly, enclosed please find a check in the amount of $4,008.82 and two copies of each Information Notice and Taxpayer Response forms per PSECU account that I received from the Commonwealth. I understand I may be expected to pay additional taxes, or receive a refund as appropriate once the estate's PA Inheritance Tax Return is filed. Thank you for your help in this matter. Please contact me during regular business hours at 717/214-8851, or via email at Jakers@riteaid.com should you wish to discuss the issue. Sincerely, WL Ji Akers xecutor, D. Richard Akers Estate