HomeMy WebLinkAbout12-11-06
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
SAURMAN PATRICIA A
431 HERMAN AVE
LEMOYNE, PA 17043
nn__u fold
ESTATE INFORMATION: SSN: 163-07-6635
FILE NUMBER: 2106-1095
DECEDENT NAME: DIERICH ERNEST R
DA TE OF PAYMENT: 12/11/2006
POSTMARK DATE: 12/11/2006
COUNTY: CUMBERLAND
DA TE OF DEATH: 09/18/2006
NO. CD 007544
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
06500632 I $14,976.42
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TOTAL AMOUNT PAID:
$14,976.42
REMARKS:
CHECK# 846
SEAL
INITIALS: MW
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTIENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-0601
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
;)' -' O~- ~D1S
FILE NO. 21
ACN 06500632
DATE 11-27-2006
REY-lS45l AFP 17-DD)
EST. OF ERNEST R DIERICH
S.S. NO. 162-07-6635
DATE OF DEATH 09-18-2006
COUNTY CUMBERLAND
TYPE OF ACCOUNT
D SECURITY
lXJ SEC ACCT
D STOCK
D BONDS
PATRICIA A SAURMAN
431 HERMAN AVE
LEMOYNE PA 17043
REHIT PAYHENT AND FORHS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HERRILL LYNCH has provided the DepartHnt with the infonlation 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 beneficiary of this asset.
If you feel this infor.ation is incorrllCt~ please obtain writtan correction fro. the transfer agent~ attach a COpy to this for. and
raturn it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Co..onwealth of Pennsylvania.
Questions ..y be answered by calling (717) 787-R~?7,
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 23444761
x
700,651.87
50.000
350,325.94
.045
15,764.67
TAXPAYER RESPONSE
To insure proper credit to your account~ two
(2) copies of this notice .ust acco.pany your
pay_ant to the Register of Wills. Make check
payable to: "Register of Wills~ Agent".
DOD Valuation
Percent Taxable
A~t Subject to
Tax Rate
Potential Tax Due
x
NOTE: If tax pay.ants are .ade within three
(3) .onths of the decedent"s date of death~
yOU .ay deduct a 5% discount of the tax due.
Any inheritance tax due will beco.e delinquent
nine (9) .onths after the date of death.
Tax
PART
[!]
A. ~The above infor.ation and tax due is correct.
~l. You .ay choose to r..it pay.ent to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest~ or you .ay check box "A" and return this notice to the Register of
Wills and an official assess.ent will be issued by the PA Depart.ent of Revenue.
[CHECK ]
ONE
BLOCK
ONLY
B. DThe 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. D The above infor.aUon is incorrect and/or debts and deductions were paid by you.
You .ust co~lete PART [II and/or PART 0 below.
PART
[!]
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PART
~
TAX RETURN - COMPUTATION
If you indicate a different tax rate, please state your
relationship to decedent:
LINE
1. DaD Valuaiion
2. Percent Taxable
3. MOWlt Subject to Tax
1\. Debts ....d Deductions
S. Mount Taxable
6. Tax Rate
7. Tax Due
OF TAX
1
2 X
3
1\
S
6 X
7
ON ABOVE ASSETCS)
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on Line S of Tax Co~utatlon)
I
$
perjury, I declare that the facts I
"ledge and belief.
have reported above are true, correct and
HOME C 117) 7 ~ 3, - Lj 077
WORK C) ) ;;J-1I-0Co
DATE
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