HomeMy WebLinkAbout03-09-07
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
MORGAN LOIS I
1 5 MARSHALL DR
CAMP HILL, PA 17011
-------- fold
ESTATE INFORMATION: SSN: 179-09-7023
FILE NUMBER: 2107-0226
DECEDENT NAME: MORGAN VINCENT E
DA TE OF PAYMENT: 03/09/2007
POSTMARK DATE: 03/08/2007
COUNTY: CUMBERLAND
DATE OF DEATH: 01/15/2007
NO. CD 007881
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
07108364 I $348.03
I
I
I
I
I
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TOTAL AMOUNT PAID:
$348.03
REMARKS:
CHECK# 3734
SEAL
INITIALS: CJ
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
COMotlrIEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 210Ul
HARRISBURG. PA 17128-0'01
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I ., '1lEY-1541 h:~ dr-J.' '
FILE
ACN
DATE
NO. 21-D1-~'2-tIJ
07108364
03-01-2007
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
21107 t! .~. 'R: -,"}
U Ill'l: :J
TYPE OF ACCOUNT
o SAVINGS
lXI CHECKING
o TRUST
o CERTIF.
PH 2: (
EST. OF VINCENT E MORGAN
5.5. NO. 179-09-7023
DATE OF DEATH Oi-15-2007
COUNTY CUMBERLAND
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iKOF
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REMIT PAYMENT AND FORMS TO:
REGISTER'OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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Oc,y,
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LOIS I MORGAN
15 MARSHALL DR
CAMP HILL PA 17011
BELCO COMMUNITY CU has provided the Depart.ent with the infoNation 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 infoNation is incorrect. please obtain written correction fr.. the financial institution. attach a cOPY
to this fON and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the C...onwealth
of Pennsylvtmie. Questions.1IY be answered by cdling <717> 1.7-6llZ7.
,COMPLETE PART 1 BELOW
Account No. -838134
8' a71JcJJ
Account Balance
Percent Ta.able
AMount Subject to Ta.
Ta. Rate
Potential Ta. Due
PART
[!]
. . . SEE REVERSE SIDE FOR FILINSAND PAYMENT IMSTRUCtlONS
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Date 02-11-2003
Eshblished
x
15,468.08
50.000
7,734.04
.045
348.03
TAXPAYER RESPONSE
To insure proper credit to your account. two
(2) copies of this notice .ust acco.pany your
payeent to the Register of Wills. Make check
payable tOI "Register of Wills. Agent".
x
NOTE. If tax payeents ara .ade within three
(3) .onths of the decedent's date of death.
yOU .ay deduct a SX di.scount of the tax due.
Any inheritance taX due will beco.e delinquent
nine (9) .onths after the date of death.
~;,~_~,:,'::~~ ',:,,::,,::": :~:: ,', =::: ''' ~ ::,::,~:~, --~-, ~,' _ c_ ':, :__- ~;;it::_;~~'_::- -' :,::::~:i,o:__ ~"" ~,__:,: -;,:,:t:~ ~-_~':Ji:~;:', ~~:;_:~hi~ ',";:~~:iiC ;.~:;: - :,,~iJ;;j~:::~: ri~,::~:;~
A. IQThe abo~e infoNation and tax due is correct'. ..'
L1' 1. 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 assessaent will be issued by the PA Depart.ent of Revenue.
[CHECK ]
ONE
BLOCK
ONLY
B. r=J The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
to be filed by tha dacedent's representative.
C. r=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.
OF
1
2
3
4
5
6
7
8
TAX ON JOINT/TRUST ACCOUNTS
If you indicate a different ta. rate. please state your
relationship to decedent:
PART
I!I
TAX RETURN - COMPUTATION
LINE 1. Date Established
2. Account Balance
3. Percent Ta.able
4. Amount Subject to Ta.
5. Debts and Deductions
6. AMount Ta.able
7. Ta. Rate
8. Ta. Due
PART
[!]
DATE PAID
x
x
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
DESCRIPTION
AMOUNT PAID
TOTAL (Enter on Line 5 of Ta. Computation)
perjury, I declare that the fects I
my knowledge and belief.
.
have reported above are true. correct
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and
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