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Home My WebLink About08-28-07 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 n~-'[.r.,- /'Ul.IICE OF INHERITANCE TAX ~PP~AtS~MENT, ALLOWANCE OR DISALLOWANCE , 'OF '~EDUeTIONs, AND ASSESSMENT OF TAX ON ; -JOINTLY HELD OR TRUST ASSETS REV-1548 EX AFP (06-05) 2u07 AUG 28 PH 2: 38 DATE 08-27-2007 ESTATE OF MONTIJO FLORENCE S DATE OF DEATH 05-03-2007 FILE NUMBER 21 07-0643 COUNTY CUMBERLAND SSN/DC 183-16-9805 ACN 07127700 APPEAL DATE: 10-26-2007 (See reverse side under Objections) A.aunt Re.ltted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CI V'i/ nr- OQPH' ~7;1\ ,,::;ii- j 11, i .~.\i\f (,,' r "..." fD-r- LINDA C BJ;.~:y' -'p'" >'/;'i r'!; 205 W MAIN ST SHIREMANSTOWN PA 17011 CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS +- REV=is4i-EX-AFP-C03=Os5-------------------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 08-27-2007 ESTATE OF MONTIJO FLORENCE S DATE OF DEATH 05-03-2007 COUNTY CUMBERLAND FILE NO. 21 07-0643 TAX RETURN WAS: S.S/D.C. NO. 183-16-9805 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 07127700 FINANCIAL INSTITUTION: PSECU ACCOUNT NO. 0183169805 TYPE OF ACCOUNT: DATE ESTABLISHED ~ )SAVINGS () CHECKING ()TRUST ()TIME CERTIFICATE 09-22-1999 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due X 4,860.10 0.500 2,430.05 .00 2,430.05 .45 109.35 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) PAYMENT MUST BE MADE BY 02-04-2008*. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE 109.35 INTEREST AND PEN. .00 TOTAL DUE 109.35 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * ( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" { CR}, YOU MAY BE DUE A REFUND. Dl:PARTHENT OF REVENUE B~U J)I' nlDIVIDUAl TAXES DE."'f. 28';'5('1 HARktSBURG, PA 17128-0601 ,. INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO.21 07127700 06-20-2007 llEY-1SU EX "" C09-'" EST. OF FLORENCE S MONTIJO 5.S. NO. 183-16-9805 DATE OF DEATH 05-03-2007 COUNTY CUMBERLAND TYPE OF ACCOUNT IiJ SAVINGS o CHECKING o TRUST o CERTIF. LINDA C BEATY 205 W MAIN ST SHIREMANSTOWN PA 17011 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 PSECU has provided the Departsent with the info~ation listed below which has been used in calculating the potential t.x 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 info~ation is incorrect, please obtain written correction fr~ 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 C..sonwealth ofPannsylvania. Questions aay-be_ answered---by c;;ll-il\ll (717l787-8327T COMPLETE PART 1 BELOW . if if SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Date 09-22-1999 Account No. 0183169805 Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due x 4.860.10 50.000 2.430.05 .045 ~/v~81S TAXPAYER RESPONSE To insure proper credit to your account, two (2) copies of this notice sust acco.pany your pay.ent to the Register of Wills. Make check payable to: "Register of Wills, Agent". Established x NOTE: If tax paysents are sade 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 bec~e delinquent nine (9) sonths after the date of death. PART (!] ~{l;!~::~Ji!i;II~I~:(!:fJi~I:!t~~~~~t'!:!~r~~:i!~ [CHECK ] ONE BLOCK ONLY A. 0 The above inforsation and tax due is correct. 1. You eay choose to reait payeent to the Register of Wills with two copies of this notice to obtain a discount or avoid interest, or yOU eay check box "A" and return this notice to the Register of Wills and an official assesseent will be issued by the PA Departsent of Revenue. B. 0 The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be f\led by the decedent's representative. C. 0 The above information is incorrect and/or debts and deductions were paid by you. You sust c~plete PART 0 and/or PART @] below. LINE l- Date Established 2. Account Balance 3. Percent Taxable 4. Amount SUbject to Tax S. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due PART [!] DATE PAID PAYEE OF TAX ON JOINT/TRUST ACCOUNTS I 2 3 X 4 5 6 7 X 8 PART I!I TAX RETURN - COMPUTATION If you indicate a different tax rate, please state your relationship to decedent: DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) . facts I have reported above are true, correct and HOME (7/1) 7-S7r7f.2..LJ7 WORK () 7130/07 TELEPHONE NUMBER DATE COMMONWEALTH OF PENNSYLVANIA DEPA'3TMENT OF REVENUE BUREAU Of- INDIVIDUAL TAXES DE~.T_ 28(,0 HARRISBURG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT BEATY LINDA C 205 W MAIN STREET SHIREMANSTOWN, PA 17011 _:::-::-,-:-:-=-_~old ESTATE INFORMATION: SSN: 183-16-9805 FILE NUMBER: 2107-0643 DECEDENT NAME: MONTIJO FLORENCE S DATE OF PAYMENT: 07/31/2007 POSTMARK DATE: 07/30/2007 COUNTY: CUMBERLAND DATE OF DEATH: 05/03/2007 NO. CD 008474 ACN ASSESSMENT CONTROL NUMBER AMOUNT 07127700 I $103.88 I . I I I I I I I TOTAL AMOUNT PAID: $103.88 .. REMARKS: LINDA BEATY CHECK# 3672 SEAL INITIALS: WZ RECEIVED BY: TAXPAYER GLENDA FARNER STRASBAUGH REGISTER OF WILLS t .,,( ~"; i '~ r.. ~ ~ 'J." ~' t,> ' 'flJ \ , ~ .~~ ~ 4- ~ \:J tt a 'lfl ~ ~ ~ ;... .<<. ,~ ....; C "'ioo~ .. => ~i'" !~\ ' w\~i \ ~r'.((,l I. r<\ Q \'" .. ,,' ~~-~~" ..