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Home My WebLink About03-27-07 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU el"lt ~"(HaWAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT MAINS LINDA L 4 VILLAGE COURT MECHANICSBURG, PA 17050 ___u_u fold ESTATE INFORMATION: SSN: 161-32-5360 FILE NUMBER: 2107-0135 DECEDENT NAME: JONES MARGARET S DATE OF PAYMENT: 03/27/2007 POSTMARK DATE: 03/26/2007 COUNTY: CUMBERLAND DATE OF DEATH: 01/06/2007 NO. CD 007946 ACN ASSESSMENT CONTROL NUMBER AMOUNT 07108366 I $22.05 07108368 I $67.91 I I I I I I I TOTAL AMOUNT PAID: $89.96 REMARKS: LINDA MAINS CHECK#1870 SEAL INITIALS: WZ RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 I-~ ,.'W'f, INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 07-0135 ACN 07108366 DATE 03-01-2007 REV:-l~43 EX AF!i (o~OO> 2007 riF,R 27 Pi'; 2: I 5 EST. OF MARGARET S JONES S.S. NO. 161-32-5360 DATE OF DEATH 01-06-2007 COUNTY CUMBERLAND TYPE OF ACCOUNT Ii] SAVINGS o CHECKING D TRUST D CERTIF. CLEFil< OF ORp! ! Df\I/(~ ('(;1 lOT n, '. " '.) '../\..il,.._: 11 cur\C:!':' . I ' LINDA L MAINS 4 VILLAGE CT MECHANICSBURG PA 17050 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK has provided the Departllent with the infor.aUon 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 froll the financial institution, attach a copy to this fo~ and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the CO.llonwealth of Pennsylvania. QuestIons .ay be answered by calling (717) 781-8521. COMPLETE PART 1 BELOW ~ ~ ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 5130211431 Date 11-25-2005 Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due x 3,094.95 16.667 515.84 .045 23.21 TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice .ust accompany your pay.ent to the Register of Wills. Make check payable to: "Register of Wills, Agent". Established x NOTE: If tax pay.ents 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 become delinquent nine (9) .onths after the date of death. PART [!] 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 assess.ent will be issued by the PA Depart.ent of Revenue. [CHECK ] ONE BLOCK ONLY B. 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. c=J The above infor.ation is incorrect and/or debts and deductions were paid by you. You lIust co.plete PART ~ and/or PART ~ below. PART I!] DATE PAID DEBTS AND DEDUCTIONS CLAIMED 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 1. Tax Rate 8. Tax Due OF TAX ON JOINT/TRUST ACCOUNTS 1 2 3 4 5 6 7 8 x x PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) $ t\1, 0~~ \01. DATE Under penalties of perjury, I declare that the facts complete to the best of my knowledge and belief. have reported above are true, correct and fa \~ ) )~- \Ia~ WORK (In) aBl1-IOB:} TELEPHONE NUMBER ~~'-t'\ ~~ TAXPA ER SIGNATURE HOME COMttONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 .-."*" " . ' ..- , , - 0- ~, , . 'i .. ..._ ". ,. '.-1 ' i' \~..: INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 07-0135 ACN 07108368 DATE 03-01-2007 REV:lS4S'EX)J;P <09-'00) C'/.EGt{ nF _ ] tl \ \.~...I ORrfi!-i,Uj\f";::: ('('! !RT , I;, 1. ~ \....1 \jl,J;.) I C U f..." ~~ i,~ EST. OF MARGARET S JONES S.S. NO. 161-32-5360 DATE OF DEATH 01-06-2007 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS [X] CHECKING o TRUST D CERTIF. 2007 NJ~.R 27 PH 2= '5 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 LINDA L MAINS 4 VILLAGE CT MECHANICSBURG PA 17050 PNC BANK has provided the Depart.ent 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 fo~ and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the COMMonwealth Qf Pennsylvania, Qucstiens aay be an~erad by callins (717J 787-8327. COMPLETE PART 1 BELOW Account No. 5140032381 iE iE iE SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Date Established 01-01-1978 To insure proper credit to your account, two (2J copies of this notice Must aCCOMpany your pay.ent to the Register of Wills. Make check payable to: "Register of Wills, Agent", Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due x 3,176.79 50.000 1,588.40 .045 71.48 TAXPAYER RESPONSE NOTE: If tax paYMents are .ade within three (3J 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. x PART [!] 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 .ay check box "A" and return this notice to the Register of Wills and an official asseSSMent will be issued by the PA Depart.ent of Revenue. [CHECK ] ONE BLOCK ONLY B. 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. c=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. PART [!J DATE PAID DEBTS AND DEDUCTIONS CLAIMED 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 OF 1 2 3 4 5 6 7 8 x TAX ON JOINT/TRUST ACCOUNTS x PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) . have reported above are true, correct and ~~ HOME ~I '1 ) ~- n a. ?J \" WORK (1\1 )~- f'-{~.5 ~\C>'""1 TELEPHONE NUMBER DATE . Under penalties of perjury, I declare that the facts I complete to the best of my knOWledge and belief. ~ rl) .~ '.. CL\iv C/-- TAXPA R SIGN~URE < v ;;;s . , ~..; .,-"'Z \" ::;( """';~,.. .--~ :-.. ~:; .- ;'- t~ --...... ~ ~ '" - ~f~~ ~-~~ ~~~ ~ ('"l ;-~.,.o <.:;~,~ (J .;-~~ . ({) -;<.. ( -_', C'-.) ,-~') -":I ,...- =:0 0:"'4 J/' :-' (~ c:::;) _...J ... , r'V --' -1J ,.- '. C;.;~ . --,\ c:-:::.) \', i _.Ji~-" r::? c..n