HomeMy WebLinkAbout02-09-07
COMMONWEALTH OF PEN
DEPARTMENT OF REVENU
BU~;'u~, ;;;;:nVIDUAL T
DEPT. 280601
HARRISBURG, PA 17128-0
RECEIVED FROM:
CLARK WILM
638 HIGHLA
MT HOLLY S
__nnn fold
ESTATE INFORMA
FILE NUMBER:
DECEDENT NAME:
DA TE OF PA YMEN
POSTMARK DATE:
COUNTY:
DA TE OF DEATH:
REMARKS:
CHECK#
SEAL
NSYLVANIA
E
AXES
601
REV-1162 EX(11-96)
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
AJ
NO AVENUE
PRINGS, PA 17065
TION:
SSN:
207-07-9946
2107-0134
QUIGLEY MELVIN K
T: 02/09/2007
02/09/2007
CUMBERLAND
09/03/2006
4538
NO. CD 007795
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
06157521 I $765.95
06157522 I $156.43
06157523 I $236.59
06157525 I $450.56
06154041 I $294.91
06154042 I $605.29
06154043 I $360.56
I
I
TOTAL AMOUNT PAID:
$2,870.29
INITIALS: WZ
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
COHMONNEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
...a...... ..' ...,..'.... '
'fIIII" ,
INFORMATION NOTICE
, AND
,,"'TAXPAYER RESPONSE
FILE
ACN
DATE
: I I
, '
REY-154S EX AFP fOt-DOl'
2007 FES -9 Pl' 3' 28
1 . . EST. OF MELVIN K QUIGLEY
S.S. NO. 207-07-9946
DATE OF DEATH 09-03-2006
COUNTY CUMBERLAND
NO. 21--01-134
06157521
11-22-2006
TYPE OF ACCOUNT
o SAVINGS
o CHECKING
o TRUST
00 CERTIF.
~~ WILMA J CLARK
131 COVENTRY DR
CARLISLE PA 17015
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PNC BANK has provided the DepartGent with the inforGation 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 inforGation is incorrect, please obtain written correction frOG the financial institution, attach a copy
to this forG and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the COGGonwealth
of PennSYlvania. ~~estions..y be answered by ceIling (717) 787-8327.
COMPLETE PART 1 BELOW . . ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 31600300251 Date 09-16-2005
Established
To insure proper credit to your account, two
(2) copies of this notice GUst acco.pany your
pay.ent to the Register of Nills. Make check
payable to: "Register of Nills, Agent".
Account Balance
Percent Taxable
Amount Subject to
Tax Rate
Potential Tax Due
x
17,021.09
100.00
17,021.09
.045
765.95
TAXPAYER RESPONSE
NOTE: If tax pay.ents are Gade within three
(3) .onths of the decedent's date of death,
you .ay deduct a 5X discount of the tax due.
Any inheritance tax due will beco.e delinquent
nine (9) Gonths after the date of death.
Tax
x
PART
ill
A.
[ CHECK ]
ONE
BLOCK B.
ONLY
c.
r=J The above infor.ation and tax due is correct.
1. You Gay choose to reGit paYGent to the Register of Nills 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
Nills and an official asseSS8ent will be issued by the PA Department of Revenue.
r=J 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.
r=J The above infor.ation is incorrect and/or debts and deductions were paid by YOU.
You .ust cOGplete PART ~ and/or PART ~ below.
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
TAX ON JOINT/TRUST ACCOUNTS
x
x
PART
[!J
DATE PAID
o/O-t//J7
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
'}.! J-.i' k {; '! (x::Ihf I~
(
DESCRIPTION
I JJRtd'h..-
TOTAL (Enter on Line 5 of Tax Co.putation)
I
$
AMOUNT PAID
"7 bJ-: rr
of perjury, I declare that the facts I
my knowledge and belief.
~a;~Erep~~;ed a~o~ve a;dr~:JhoV/t and
WORK () /J~/ IV
TELEPHO NUM DATE ~- .
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
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INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21-0l'0~
06157522
11-22-2006
"tlnLi5<I, EX If1' lD'~DD>
ZG07 FEB -9 PI~1 3: 28
TYPE OF ACCOUNT
EST. OF MELVIN K QUIGLEY 0 SAVINGS
S.S. NO. 207-07-9946 IX] CHECKING
DATE OF DEATH 09-03-2006 0 TRUST
COUNTY CUMBERLAND 0 CERTIF.
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
r'l r:C'~.<
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O~.....,~ I,~ '\ jl{"", f;r...r to""
ri jf'~ /\]<:-:' ~,~" ~~.) ,~_r: I i
CU:'Jr-'" ,..
WILMA J CLARK
131 COVENTRY DR
CARLISLE PA 17015
PNC BANK 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/beneficiery of
this account. If you feel this infor.ation is incorrect, please obtain written correction fro. 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 Co.aonwealth
of PennsYlvania. Questions..y be answered by calling (717) 737-83Z7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 51440109289 Date 12-02-1999
Established
Account Balance
Percent Taxable
AMount Subject to
Tax Rate
Potential Tax Due
x
6.952.57
50.000
3.476.29
.045
156.43
TAXPAYER RESPONSE
To insure proper credit to your account, two
(Z) copies of this notice .ust acco.pany your
pay.ent to the Register of Wills. Make check
payable to: "Register of Wills, Agent".
x
NOTE: If tax pay.ants are .ade within three
(3) .onths of the decedent's date of death,
you .ay deduct a 5X discount of the tax due.
Any inheritance tax due will beco.e delinquent
nine (9) .onths after the date of deeth.
Tax
PART
ill
A.
[ CHECK ]
ONE
BLOCK B.
ONLY
c.
[J The above infor.ation and tax due is correct.
1. You .ay choose to re.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 assessaent will be issued by the PA Depart.ent of Revenue.
[J 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.
[J The above infor.ation is incorrect and/or debts and deductions were paid by you.
You .ust co.plete 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. A.ount Taxable
7. Tax Rate
8. Tax Due
PART
I!J
DATE PAID
.)./ () ~ /.1 7
DEBTS AND DEDUCTIONS CLAIMED
OF TAX ON JOINT/TRUST ACCOUNTS
1
2
3 X
4
5
6
7 X
8
PAYEE
"lAh~. f (I/th.-L
f
DESCRIPTION
I V{b"{fJ6=
TOTAL (Enter on Line 5 of Tax COMputation)
perjury. I declare that the facts I
y knowledge and belief.
AMOUNT PAID
/57P. ~3
I
$
have reported above are true.
HOHE (~' :~O
W~~~EP~O ~M R
correct and
-,..}..(:; (//
If~{(/A7 ~
DA ~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
-,..,-~* ,'.-:.
:-.:-"~I :1, " - - 'i>
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+'-'.,- ,', "'"
'. . t' '.
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21 "o1-r~l/
06157523
11-22-2006
REY~1543 EX IFP lD9~DII
(I ~:Ci/
.......' ~- ~_I ,: \
Orinl't,',
1"1"'1",/>1'
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;~-~,j
'ii i
EST. OF MELVIN K QUIGLEY
S.S. NO. 207-07-9946
DATE OF DEATH 09-03-2006
COUNTY CUMBERLAND
TYPE OF ACCOUNT
o SAVINGS
o CHECKING
o TRUST
IX] CERTIF .
Z007 FEB -9
Pl'l 3: 28
t"..\
WILMA J CLARK
131 COVENTRY DR
CARLISLE
PA 17015
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PNC BANK has provided the oeparbent with the infol"llation 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 ioint owner/beneficiary of
this account. If yoU feel this inforBation is incorrect, please obtain written correction froB the financial institution, attach a copy
to this forB and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the COBBonwealth
of PennsYlvm,ia. Q~Mstions .ay be enswered by calling (717) 787-83Z7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 31900260992 Date 04-25-2005
Established
Account Balance
Percent Taxable
Amount Subject to
Tax Rate
Potential Tax Due
x
10,515.25
50.000
5,257.63
.045
236.59
TAXPAYER RESPONSE
To insure proper credit to Your account, two
[Z) copies of this notice BUst accoBpeny your
paYBent to the Register of Wills. Make check
payable to: "Register of Wills, Agent".
Tax
x
NOTE: If tax pay.ents are Bade within three
(3) Bonths of the decedent.s date of death,
yoU eay deduct a SX discount of the tax due.
Any inheritance tax due will becoBe delinquent
nine (9) .onths after the date of death.
PART
[!]
A.
[ CHECK ]
ONE
BLOCK 8.
ONLY
c.
c=J The above inforBation and tax due is correct.
1. You Bay choose to r88it pay.ent to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or yoU Bay check box "A" and return this notice to the Register of
Wills and an official asseSSBent will be issued by the PA oeparteent of Revenue.
c=J 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=J The above infDr.ation is incorrect and/or debts and deductions were paid by you.
You BUSt co.plete 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 PAYEE
o/~7 ~cf cf~
DEBTS AND DEDUCTIONS CLAIMED
OF TAX ON JOINT/TRUST ACCOUNTS
1
2
3 X
4
5
6
7 X
8
DESCRIPTION
I 4,!'f..,
TOTAL (Enter on Line 5 of Tax Computation)
I
$
AMOUNT PAID
.4- .:'f (p. s~
perjury, I declare that the facts I have reported above are true,
nowledge and belief. HOME /
WORK
T
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
*.:::{,~:c._;t~, i=-9R ,~ATJ:ON NOTICE
i'.".., 'iJ) '_' ,-/,/: ~ND
, '-TAXPA,VJSR RESPONSE
FILE
ACN
DATE
NO. 21 '"'07-/3y
06157525
11-22-2006
IEV-ISU EX AFP C09-001
WILMA J CLARK
131 COVENTRY DR
CARLISLE PA 17015
zaUl FES - 9 P;1 3: 27 TYPE OF ACCOUNT
EST. OF MElVIN K QUIGLEY 0 SAVINGS
ClC;J,!( n~.S. NO. 207-07-9946 0 CHECKING
'-" -,1\1....1 0
O",q '::Hi'i\i,'( (r~~ OF DEATH 09-03-2006 TRUST
,'"', i" ' ,: "";"C()~TY CUMBERLAND IX] CERTIF.
\-'1..,. ., ! ;. ,I:""" .1
REHIT PAYHENT AND FORHS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PNC BANK has provided the DlIpart.ent with the infor.ation listed billow which has baan used in
calculating the potential tax due. Their records indicata that at thll death of the abovll decedent, YOU were a joint owner/beneficiary of
this account. If yoU feel this infor.ation is incorrect, please obtain writtan correction fro. the financial institution, attach a copy
to this for. and return it to the above address. This account is taxable in accordancll with the Inheritance Tax Laws of thll Co..onwealth
of PennsYlvania. Qull2tions ~y bll answllred by calling (717) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 31000298211 Date 09-16-2005
Established
Account Balance
Percent Taxable
Amount Subject to
Tax Rate
Potential Tax Due
x
10,012.46
100.00
10,012.46
.045
450.56
TAXPAYER RESPONSE
To insure proper credit to Your account, two
(2) copies of this notice .ust acco.pany your
pay.ant to thll Register of Wills. Make check
payablll to: "Registllr of Wills, Agent".
Tax
x
NOTE: If tax paY.lInts are .ade within three
(3) .onths of the dllcedent's date of death,
YOU .ay dllduct a 5X discount of the tax due.
Any inheritance tax due will beco.e delinquent
nine (9) .onths after thll date of death.
PART
[!J
A.
[ CHECK ]
ONE
BLOCK B.
ONLY
c.
r=J The above infor.ation and tax due is correct.
1. You .ay choose to re.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 rllturn this noticll to the RlIgister of
Wills and an official asses~ent will be issued by thll PA Departallnt of Revenue.
If you indicate a different tax rate, please state your
relationship to decedent:
r=J 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.
r=J The abovll infor.ation is incorrllct and/or debts and deductions were paid by you.
You .ust co.plete 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
DEBTS AND DEDUCTIONS CLAIMED
OF TAX ON JOINT/TRUST ACCOUNTS
1
2
3 X
4
5
6
7 X
8
DESCRIPTION
AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation)
perjury, I declare that the facts I
my knowledge and belief.
$
have reported above are true, correct and
2- Vo Jeo 1'/ ~
ER ~~n#/
HOME ( 7f~)
WORK ( )
TElEPHONE UM
1V
~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRIS8URG, PA 17128-0601
..~,*
i~, _. ! . " ! ,r,
~: .: 1,_.; .
.... '.. . ,'.
INFORMATION NOTICE
... AND
. TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21 ""'01-/34
06154041
10-25-2006
, -IEV-1545.EX 'AFUD9-IQI
2nD7 FEB - 9
PI1 3: 27
TYPE OF ACCOUNT
EST. OF MElVIN K QUIGLEY IX] SAVINGS
S. S. NO. 207-07-9946 0 CHECKING
DATE OF DEATH 09-03-2006 0 TRUST
COUNTY CUMBERLAND 0 CERTIF.
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
C'I ,-", '.
'Li-;-;j<
OQ'-'''-, ".'.'.1'.",'
I jl"'" t-.' "~.', ,'. "'-.,
r!jJ"Il-'~,,:,l_.;II,,"l" "
VI ':
WILMA J CLARK
638 HIGHLAND AVE
MT HOllY SPGS
PA 17065
MEMBERS 1ST FCU has provided the Depart.ent with the infor..tion 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 infor.ation is incorrect, please obtain written correction fro. the financial institution, attach a copy
to this fora and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Coa.onwealth
of PennsYlvania. Questions aay be answered by calling (717J 787-83Z7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 240335-00 Date 01-27-2004
Established
Account Balance
Percent Taxable
AlIOUnt Subject to
Tax Rate
Potential Tax Due
x
13,107.32
50.000
6,553.66
.045
294.91
TAXPAYER RESPONSE
To insure proper credit to your account, two
(2) copies of this notice BUst accoapany your
pay.ent to the Register of Wills. Milke check
payable to: "Register of Wills, Agent".
Tax
x
NOTE: If tax payaents are .ade within three
(3) .onths of the decedent's date of death,
yoU aay deduct a SX discount of the tax due.
Any inheritance tax due will beco.e delinquent
nine (9) .onths after the data of death.
PART
ill
A.
[ CHECK ]
ONE
BLOCK B.
ONLY
c.
~ The above inforaation and tax due is correct.
1. You .ay choose to re.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 assessaent will be issued by the PA Depart.ent 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 .ust coaplete PART ~ end/or PART ~ below.
If you indicate a different tax rate, please state your
relationship to decedent:
PART
[!]
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established I
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. Tax Due 8
PART
[!J
DATE PAID PAYEE
<11 0.01 ~ J ,; #NYi0'1 '4>Jl-L
DEBTS AND DEDUCTIONS CLAIMED
DESCRIPTION
I '- in, ~ (f'~
TOTAL (Enter on Line 5 of Tax Computation)
facts I
AMOUNT PAID
2...9YP/
and belief.
I
$
HOME
WORK
L
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
w; c":;:~t::AET~~O~NES::::CEE
:; ,;', I (,
FILE
ACN
DATE
NO. 21.D1-/3~
06154042
10-25-2006
IEV-1S4S EXAFP 10'"00)
cu.:=y OF
Or'i~" j I. ". I'~' ("{"., !:IT
rli-'r,/-', I '-', .> :'_'<,-'\,):11
CU~\/~-''-'-I '~,
TYPE OF ACCOUNT
PM 3: 2fsT. OF MELVIN K QUIGLEY 0 SAVINGS
S.S. NO. 207-07-9946 0 CHECKING
DATE OF DEATH 09-03-2006 0 TRUST
COUNTY CUMBERLAND IX] CERTIF.
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
2007 FEB - 9
WILMA J CLARK
638 HIGHLAND AVE
MT HOLLY SPRGS
PA 17065
MEMBERS 1ST FCU hils provided the Depllrbent with the inforBlltlon listed below which hils been used in
clllculllting the potentilll 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 inforBation is incorrect, please obtain written correction froB the financial institution, attach a copy
to this forB and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the COBBonwealth
of PennsYlvania. Questions Bay be answered by calling (717) 787-83Z7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 240335-41 Date 08-07-2004
Established
Account Balance
Percent Taxable
A.ount Subject to
Tax Rate
Potential Tax Due
x
26,901.65
50.000
13,450.83
.045
605.29
TAXPAYER RESPONSE
To insure proper credit to your account, two
(Z) copies of this notice BUSt accoBpany your
paYBent to the Register of Wills. Make check
payable to: "Register of Wills, Agent".
Tax
x
NOTE: If tax paYllents are Bade within three
(3) Bonths of the decedent.s date of death,
YOU Bay deduct a S~ discount of the tax due.
Any inheritance tax due will becoBe delinquent
nine (9) Bonths after the dete of death.
PART
[!]
A.
[ CHECK ]
ONE
BLOCK B.
ONLY
c.
o The above inforRtion and tax due is correct.
1. You Bay choose to reBit paYBent to the Register of Wills with two copies of this notice to obtain
a discount or avoid Interest, or YOU Bay check box "A" and return this notice to the Register of
Wills and an official asses588nt will be Issued by the PA Departeent of Revenue.
If you indicate a diffarent tax rate, please state your
relationship to decedent:
o 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.
o The above inforRtlon is Incorrect and/or debts and deductions were paid by You.
You BUSt cOBplete PART ~ and/or PART ~ below.
PART
~
TAX RETURN - COMPUTATION OF
LINE 1. Date Established 1
2. Account Balance 2
3. Percent Taxable 3
4. Allount Subject to TII)( 4
5. Debts and Deductions 5
6. AIIount Taxable 6
7. Tax Rate 7
8. Tax Due 8
PART
(!J
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
TAX ON JOINT/TRUST ACCOUNTS
x
x
PAYEE
AMOUNT PAID
.2
TOTAL (Enter on Line 5 of Tax Co~utation)
facts I
$
III
\f
- --'--
-.....-. ...-.-.".-- ---------'----~,_.._-,--.:,-~,----- --:..---;-.:.~-_-:::
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
r,'-".,, ".
" . . '" ..'"
, ~- ,." , -' ."
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21 -o1-/'3~
06154043
10-25-2006
I .~"15.4S EX, .AFP 11"'10).
~~ WILMA J CLARK
638 HIGHLAND AVE
MT HOLLY SPRGS PA 17065
EST. OF MELVIN K QUIGLEY
S.S. NO. 207-07-9946
DATE OF DEATH 09-03-2006
COUNTY CUMBERLAND
TYPE OF ACCOUNT
o SAVINGS
o CHECKING
o TRUST
00 CERTIF.
2007 FEB - 9 PI'1 3: 27
REHIT PAYHENT AND FORHS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HEHBERS 1ST FCU has p...ovid.d the D.pa...t..nt with the info...ution list.d b.low which has b.en used in
calculating the potantial tax due. Th.i... ....co...ds indicat. that at the d.ath of the above d.cedent, YOU w..... a joint owne"'/benBficiary of
this account. If yoU f..l this infor.ation is incorrect, please obtain writt.n cor...ection fro. the financial institution, attach a copy
to this fo.... and r.turn it to the above add...ess. This account is taxable in accordance with the Inh.ritance Tax Laws of the Co..onw.alth
of PennSYlvanie. Qu.stions BBY be answe...ed by Calling (711) 787-83Z7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 240335-46 Date 08-22-2006
Established
Account Balance
Percent TaxBble
AIIount Subject to
Tax Rate
Potential Tax Due
x
8,012.48
100.00
8,012.48
.045
360.56
TAXPAYER RESPONSE
To insure p...ope... c...edit to your account, two
(2) copies of this notice BUst accoapeny Your
paY..nt to the Regist.... of Wills. Make check
payable to: "Register of Wills, Agent".
Tax
x
NOTE: If tax pay..nts are .ade within th....e
(3) aonths of the decedent.s date of death,
YOU .ay d.duct a 5~ discount of the tax du..
Any inhe...itance tax due will beco.. delinquent
nine (9) .onths after the dete of death.
PART
ill
A.
[ CHECK ]
ONE
BLOCK B.
ONLY
c.
~ The above infor.ation and tax due is cor...ect.
1. You .ay choos. to r..it pay.ent to the R.gist.... of Wills with two copies of this notic. to obtain
a discount 0... avoid interest, or yOU .ay check box "A" and ....turn this notice to the R.giste... of
Wills and an official aSS.SSBent will b. issu.d by the PA Depa...taent of R.venu..
If you indicate. different tax rate, please state your
relationship to decadent:
~ Th. above ass.t has been or will b. report.d and tax paid with the PennSYlvania Inheritanc. Tax ...eturn
to be filed by the d.c.dent.s r.presentative.
~ The above info.....tion is incorr.ct and/or debts and d.ductions w.re paid by you.
You .ust coapl.t. PART ~ and/or PART ~ b.low.
PART
~
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Date Established 1
2. Account Balence 2
3. Percent Taxable 3 X
4. AIIount Subject to Tax 4
5. Debts and Deductions 5
6. AlIOunt Taxable 6
7. Tax Rate 7 X
8. Tax Due 8
PART
f!]
DATE PAID
rt(~,f/() 7
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
/' Ii Hi"",,! C t/",. /:
I
TOTAL (Enter on Line 5 of Tax Computation)
DESCRIPTION
jJru~t {b.
AMOUNT PAID
13t,.(},,'lr.
$
perjury, I declare that the facts I have reported above are true, correct and
knOWledge and belief.
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