HomeMy WebLinkAbout04-27-07
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
HOCKENBERRY LORI
140 BRICK CHURCH ROAD
NEWVILLE, PA 17241
-------- fold
ESTATE INFORMATION: SSN: 162-22-1704
FILE NUMBER: 2107-0411
DECEDENT NAME: MCLAUGHLIN SHIRLEY
DATE OF PAYMENT: 04/27/2007
POSTMARK DATE: 04/27/2007
COUNTY: CUMBERLAND
DATE OF DEATH: 02/21/2007
NO. CD 008089
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
07116387 I $13.52
07116389 I $92.31
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$105.83
REMARKS:
CHECK# 608
INITIALS: AJW
RECEIVED BY:
SEAL
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
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO.21
07116387
04-11-2007
REV-1543 EX AFP (09-00)
EST. OF SHIRLEY MCLAUGHLIN
S.S. NO. 162-22-1704
DATE OF DEATH 02-21-2007
COUNTY CUMBERLAND
TYPE OF ACCOUNT
D SAVINGS
[i] CHECKING
D TRUST
D CERTIF.
LORI HOCKEBERRY
140 BRICK CHURCH RD
NEWVILLE PA 17241
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
MEMBERS 1ST FCU has provided the Departnnt 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 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 Pennsylvenia. Questions may be answered by calling (717) 787-8327.
COMPLETE PART 1 BELOW
Account No. 180004-11
Account Balance
Percent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
PART
[!]
It It
It SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Date 07-07-2003
Established
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
1,896.83
16.667
316.14
.045
14.23
TAXPAYER RESPONSE
NOTE: If tax payments are made within three
(3) months of the decedent's date of death,
you may deduct a 5X discount of the tax due.
Any inheritance tax due will become delinquent
nine (9) months after the date of death.
x
A. 0 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.
[CHECK ]
ONE
BLOCK
ONLY
B. 0 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. 0 The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART ~ and/or PART ~ below.
OF TAX ON JOINT/TRUST ACCOUNTS
1
2
3 X
4
5
6
7 X
8
PART
~
TAX RETURN - COMPUTATION
If you indicate a different tax rate, please state your
relationship to decedent:
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
DEBTS AND DEDUCTIONS CLAIMED
DESCRIPTION
AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation)
.
perjury, I declare that the facts
my knowledge and belief.
have reported above are true, correct and
(717) 7 7(/J -59/1)
() q.-~7-i"J7
Ti:1 i:PI..InNi: NIIMRi:~ nATI:
HOME
WORK
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU DF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
'*
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO.21
07116389
04-11-2007
REV~1543 EX AFP C09-00>
EST. OF SHIRLEY MCLAUGHLIN
S.S. NO. 162-22-1704
DATE OF DEATH 02-21-2007
COUNTY CUMBERLAND
TYPE OF ACCOUNT
Ii] SAVINGS
o CHECKING
o TRUST
o CERTIF.
LORI HOCKEBERRY
140 BRICK CHURCH RD
NEWVILLE PA 17241
REMIT PAYMENT AND FORKS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
MEMBERS 1 ST FCU has provided the Depart.ent 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 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 fo... and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Co..onwealth
of Pennsylvania. Questions .ay be answered ~ calling (717) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 180004-00
Date 07-07-2003
Established
To insure proper credit to your account, two
(2) copies of this notice .ust acco.pany 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
PART
l!]
12,955.12
X 16.667
2,159.23
X .045
97.17
TAXPAYER RESPONSE
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 beco.e delinquent
nine (9) months after the date of death.
A. c=l 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=l 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=l The above infor.ation is incorrect and/or debts and deductions were paid by you.
You .ust complete PART ~ and/or PART ~ below.
If you indicate a different tax rate, please state your
relationship to decedent:
RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
1
2
3 X
4
5
6
7 X
8
PART
~
TAX
LINE l. 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
DEBTS AND DEDUCTIONS CLAIMED
DESCR I PH ON
AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation)
.
declare that the facts
e and belief.
HOME
WORK
have reported above are true, correct and
( III ) JIG, - c:; q 1(")
( )
~-,;n-~7
nATF
T~I ~pl-lnN~ NIIMRFR
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2B0601
HARRISBURG, PA 1712B-0601
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO.21
07116388
04-11-2007
REV-1S43 EX AFP (09-00>
EST. OF SHIRLEY MCLAUGHLIN
S.S. NO. 162-22-1704
DATE OF DEATH 02-21-2007
COUNTY CUMBERLAND
TYPE OF ACCOUNT
IiJ SAVINGS
o CHECKING
D TRUST
o CERTlF.
FRED G MCLAUGHLIN
531 HAMILTON ST
CARLISLE PA 17013
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
MEMBERS 1 ST 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) 7B7-B327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 180004-00
Date 07-07-2003
Established
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
Tax Rate
Potential Tax Due
PART
ill
12,955.12
X 16.667
2,159.23
X .00
.00
TAXPAYER RESPONSE
NOTE: If tax payments are made within three
(3) 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.
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.
[CHECK ]
ONE
BLOCK
ONLY
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.
OF TAX ON JOINT/TRUST ACCOUNTS
1
2
3 X
4
5
6
7 X
8
PART
~
TAX RETURN - COMPUTATION
If you indicate a different tax rate, please state your
relationship to decedent:
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
DEBTS AND DEDUCTIONS CLAIMED
DESCRIPTION
AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation)
.
perjury, I declare that the facts I
owledge and belief.
have reported above are true, correct
(717 ) ,:#'t>-~'l~
( '7 f 7 ) jV'/~-~f?~
TI=I I=PHnNI= NUMBER
-Y-:J-7 -CJ7
DATE
and
HOME
WORK
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
07116386
04-11-2007
AEV-15li3 EX AFP (09-00)
EST. OF SHIRLEY MCLAUGHLIN
S.S. NO. 162-22-1704
DATE OF DEATH 02-21-2007
COUNTY CUMBERLAND
TYPE OF ACCOUNT
D SAVINGS
[i] CHECKING
D TRUST
D CERTIF.
FRED G MCLAUGHLIN
531 HAMILTON ST
CARLISLE PA 17013
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
MEMBERS 1 ST FCU has p..ovided the Depa..tment with the info..mation listed below which has been used in
calculating the potential tax due. Thei.. ..eco..ds indicate that at the death of the above decedent. you we..e a joint owne../beneficial'Y of
this account. If you feel this info..mation is inco....ect. please obtain w..itten co....ection f..om the financial institution. attach a copy
to this fo..m and ..etu..n it to the above add..ess. This account is taxable in acco..dance with the Inhe..itance Tax Laws of the Commonwealth
of Pennsylvania. Questions may be answe..ed by calling (717) 7B7-B327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 180004 -11
Date 07-07-2003
Established
To insu..e p..ope.. c..edit to you.. account. two
(2) copies of this notice must accompany you..
payment to the Registe.. of Wills. Make check
payable to: "Registe.. of Wills. Agent".
Account Balance
Pe..cent Taxable
Amount Subject to Tax
Tax Rate
Potential Tax Due
1,896.83
X 16.667
316.14
X .00
.00
TAXPAYER RESPONSE
NOTE: If tax payments a..e made within th..ee
(3) months of the decedent's date of death.
you may deduct a 5% discount of the tax due.
Any inhe..itance tax due will become delinquent
nine (9) months afte.. the date of death.
PART
[!]
[CHECK ]
ONE
BLOCK
ONLY
A. [] The above info..mation and tax due is co....ect.
1. You may choose to ..emit payment to the Registe.. of Wills with two copies of this notice to obtain
a discount 0" avoid inte..est. 0.. you may check box "A" and ..etu..n this notice to the Registe.. of
Wills and an official assessment will be issued by the PA Depa..tment of Revenue.
B. [] The above asset has been 0.. will be ..epo..ted and tax paid with the Pennsylvania Inhe..itance Tax ..etu..n
to be filed by the decedent's ..ep..esentative.
C. [] The above info..mation is inco....ect and/o.. debts and deductions we..e paid by you.
You must complete PART ~ and/o.. PART ~ below.
X
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 TAX ON JOINT/TRUST ACCOUNTS
1
2
3
4
5
6
7
8
x
PART
@J
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
DESCR I PH ON
AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation)
.
that the facts I
and belief.
have reported above are true. correct
HOME (7/7 ).P"I0 bl~ 7&
WORK (? I ).JlL/ 3 :5 C"5C9
TELEPHONE NUMBER
and
~
'1- j)-)-CJ /'
DATE