Loading...
HomeMy WebLinkAbout09-11-07 REV-1162 EX(11-96) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG, PA 17128-0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 008658 RECEIVED FROM: WILBUR HOLLY J 132 GLENDALE DRIVE MECHANICSBURG, PA 17050 ACN ASSESSMENT CONTROL NUMBER AMOUNT -------- fold 07137867 $3.30 ESTATE INFORMATION: SSN: 1 64-30-641 6 FILE NUMBER: 2107-0829 DECEDENT NAME: GUMPJOANNE DATE OF PAYMENT: 09/11/2007 POSTMARK DATE: 09/08/2007 COUNTY: CUMBERLAND DATE OF DEATH: 07/10/2007 TOTAL AMOUNT PAID: '$3.30 REMARKS: CHECK# 6580 INITIALS: CAJ RECEIVED BY: GLENDA FARNER STRASBAUGH . REGISTER OF WILLS SEAL REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2800501 HARRISBURG, PA 17128-00501 ". INFORMATION NOTICE - -' c-' AND -'-TAXPAYER RESPONSE FILE ACN DATE NO.21 07137867 08-29-2007 REV-]S~3'~__,.r:.~, ~~_~-CfrO) TYPE OF ACCOUNT D SAVINGS [i] CHECKING D TRUST D CERTIF. CLERK. OF ORPHNrS COURT CUI 1'-'""'-" ," Ph j\:d,( '_1." t , PI"':112: 31:8T. OF JOANNE GUMP 8.8. NO. 164-30-6416 DATE OF DEATH 07-10-2007 COUNTY CUMBERLAND 2001 SEP I I HOLLY J WILBUR 132 GLENDALE DR MECHANICSBURG PA 17050 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK has provided the Depart.ent with the inforllation 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 forll 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 by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 5004755155 Date Established 07-21-2005 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". Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due x 464.01 16.667 77 .34 .045 3.48 TAXPAYER RESPONSE NOTEI If tax pay.ents are Made within three (3) 1I0nths of the decedent's date of death, you May deduct a 5X discount of the tax due. Any inheritance tax due will beco.e delinquent nine (9) .onths after the date of death. x PART [!] The above inforMation 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 lIay 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 .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 OF TAX ON JOINT/TRUST ACCOUNTS 1 2 3 X 4 5 6 7 X 8 LINE l. Dat. Est~blished 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) . of perjury, I declare that the facts I have reported above of my knowledge and belief. HOME (7n) are true, correct and ~7-7Jot< WORK (7Jl) ~(n - '5 ~ J qh/VJ TELEPHONE NUMBER DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601. HARRISBURG~ 1712B-0601 ~/__. ,^', , .. . _. -' \ I ,-,-, .' " INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO.21 07137866 08-29-2007 "1. ":. .' ".l I "_ REJ=.15ti3 EX AFP (09-00) CLERK OF ORPHAN'S COllRT 0U"Cr"::d :', I-~', r': \ PA v (".!'\, i.,' j., ' EST. OF JOANNE GUMP S.S. NO. 164-30-6416 DATE OF DEATH 07-10-2007 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS Iil CHECKING o TRUST o CERTIF. 2001 SEP I I Pril2: 34 PIKE PA 17015 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ROBERT TRLR 117 7073 CARLISLE CARLISLE G GUMP PNC BANK has p..ovided the Depa..bent with the info...ation 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../beneficiar-y of this account. If you feel this info...ation is inco....ect, please obtain w..itten co....ection f..o. the financial institution, attach a copy to this fo... and ..etu..n it to the above add..ess. This account is taxable in acco..dance with the Inhe..itance Tax Laws of the COM.onwealth of Pennsylvania. Questions .ay be answe..ed by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 5004755155 Date Established 07-21-2005 To insure proper credit to your account, two (2) copies of this notice .ust acco.pany you.. pay.ent to the Registe.. of Wills. Make check payable tOI "Registe.. of Wills. Agent". Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due x 464.01 16.667 77 .34 .00 .00 TAXPAYER RESPONSE NOTE I If tax pay.ents a..e .ade 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 beco.e delinquent nine (9) Months afte.. the date of death. x PART [!] A. [] The above info...ation and tax due is co....ect. 1. You.ay choose to ..e.it payMent to the Registe.. of Wills with two copies of this notice to obtain a discount 0" avoid inte..est. 0.. you .ay check box "A" and ..etu..n this notice to the Registe.. of Wills and an official assess.ent will be issued by the PA Depa..tMent of Revenue. [CHECK ] ONE BLOCK ONLY 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...ation is inco....ect and/o.. debts and deductions we..e paid by you. You .ust co.plete PART ~ and/o.. PART ~ below. DEBTS AND DEDUCTIONS CLAIMED PART [!J TAX RETURN - COMPUTATION If YOU indicate a different tax ..ate, please state YOU" relationship to decedent: OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 2. Account Balance 3. Pe..cent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due PART @J DATE PAID PAYEE 1 2 3 X 4 5 6 7 X 8 DESCRIPTION AMOUNT PAID Unde.. penalties of 7S:W t~est TAXPAYER SIGNATURE TOTAL (Enter on Line 5 of Tax Computation) . facts have ..eported HOME (Ct WORK ( TELEPHONE ~;1q - 0 "l DATE r- .,. \ I I ~ . , I I ,- ~ ~ " ~ ~ ~ i j i .. 1 ~ M ~ r~. M '.,.-OJ ~ ,,- ~f u., ~.. .~ . 'ttJ ,',,," :)' g to ('oJ ~ {5 <<tLw ct C:1.a." <:( . Lt ,""'! O. J: c;~ ~ Fi p- ::r: ~~~t':~''>. C- U:I C..J ' m'j---, " iiC' (c. ') , ("'5' *' Q- C-j, fI.Y-I:) , LaJ l..t.l t.n (;) qc., :;; wif C::;. ('oc.l ~e; ., '~ ~ .~ .~ 10' ~ ~~:" ~ # ~ ~ ;~~: ~ !~ it ~ .; .\411, ; ~, ~ ~ " ~. 1', ~ ~ ~ .' . ~ ~ L ~l.. \J ~;. p . ..' - . '. ~ . ~ " ~ ~, . l. ~-.... ~ :: : . -, t.. . . -~ ,. --_.~-_..,~--~~ . . i 0' . . ; f . i " ~ ~ ~ 1 -=r ('") ..4..- .... ~ '"': ~-: . ""'1 ~ ........... = ~ ~ 01 ~~ .~~ ~. t- ~~ ; ~ < " ~ ~ .. - ~ ~ ~ - J ~....::::.. ~~- ~ ~, &~\3 <or: f- 0.... n:: : ::)0 LLOC) oo(=-.. ~(f):z' ffi z: <; -.J .~-::t ,;=y-: o:r:"'; ,.... u.. '-'- CC; 0:"",: o~.. ~ o ; " - -: = - - - - - - ..... ..... () lJ ~ o ..... + (t) ..... o '''" ....