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HomeMy WebLinkAbout05-17-06 COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 06 - 0 1 05 06115744 04-03-2006 REV-1545 EX AFP (09-00l EST. OF LILLIAN A SANGER S.S. NO. 209-14-1299 DATE OF DEATH 01-18-2006 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS o CHECKING !Xl TRUST o CERTIF. JANICE M TRAPP 65 COLD SPRINGS RD DILLSBURG PA 17019 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 SUSQUEHANNA VALLEY FCU 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. 11629-40 Date 02-24-2003 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 7,500.00 100.00 7,500.00 .045 337.50 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... x NOTE: If tax payments are made within three (3) 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 (9) months after the date of death. Tax PART [!] [CHECK ] ONE BLOCK ONLY 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. PART ~ TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions b. Amount Taxable 7. Tax Rate 8. Tax Due TAX ON JOINT/TRUST ACCOUNTS If you indicate a different tax rate, please state your relationship to decedent: OF 1 2 3 4 5 b 7 8 x x PART [!] DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID I $ I TOTAL (Enter on Line 5 of Tax Computation) 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. HOME (-111 ) l.Hv 3 L 71.. ~ ~vLA-U '-f}i1 ( ~ /) WORK (/17 ) 7/,;,~/ -)<:; II (Yk)jtlt/ .~tJ T Pll.VI=~ "H~Nll.TII~1= TELEPHONE NUMBER D'ATE 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 06-0105 06115744 04-03-2006 REV-15~3 EX AFP (09-00) EST. OF LILLIAN A SANGER 5.5. NO. 209-14-1299 DATE OF DEATH 01-18-2006 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS D CHECKING [Xl TRUST D CERTIF. JANICE M TRAPP 65 COLD SPRINGS RD DILLSBURG PA 17019 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 SUSQUEHANNA VALLEY FCU 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. 11629-40 Date 02-24-2003 Established x 7,500.00 100.00 7,500.00 .045 337.50 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". Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x Tax NOTE: If tax payments are made within three (3) 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 (9) months after the date of death. PART [!] [CHECK ] ONE BLOCK ONLY 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. TAX ON JOINT/TRUST ACCOUNTS If you indicate a different tax rate, please state your relationship to decedent: 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 OF 1 2 3 4 5 6 7 8 x x PART @] DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax Computation) perjury, I declare that the facts I my knowledge and belief. I $ Under penalties of comp1e~e to t~e bes~ of v v----0 'fft--, .Jc-a- )(PloVF"R "T/:;NloTIIRF" have reported above are true, correct and (1 J 7 ) WORK (7/7 ) TELEPHONE NUMB R HOME s //1.)/0 ~~ nATI=Z SCHRACK & LINSENBACH LAW OFFICES 124 W. HARRISBURG ST. P.O. BOX 310 D1LLSBURG, PA 17019-0310 PHONE (717) 432-9733 FAX (717) 432-1053 Attorneys WM. D. SCHRACK III BRIAN C. LINSENBACH May 16 , 2006 Register of Wills Cumberland County Court House 1 Courthouse Square Carlisle, PA 17013 Re: DID: File #: The Estate of Lillian A. Sanger January 18, 2006 21-06-0105 Dear Register: Enclosed are "Information Notices and Taxpayer Responses", completed by the Executrix. Please accept this filing as part of the estate administration file. Sincerely, Brian C. Linsenbach SCHRACK & LINSENBACH BCL/jsg enc.