HomeMy WebLinkAbout09-17-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2B0601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 008690
PSECU
1 CREDIT UNION PLACE
HARRISBURG, PA 17110
----.--- fold
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
07127689
$327.57
ESTATE INFORMATION: SSN: 175-16-9291
FILE NUMBER: 2107-0846
DECEDENT NAME: KARL BENJAMIN
DATE OF PAYMENT: 09/17/2007
POSTMARK DATE: 09/15/2007
COUNTY: CUMBERLAND
DATE OF DEATH: 05/11/2007
TOTAL AMOUNT PAID:
$327.57
REMARKS:
CHECK# 2281565
SEAL
INITIALS: CJ
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
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 -07 -offt/cp
07127689
06-20-2007
REY-1545 EX AFP (09.0Dl
EST. OF BENJAMIN KARL
S.S. NO. 175-16-9291
DATE OF DEATH 05-11-2007
COUNTY CUMBERLAND
TYPE OF ACCOUNT
Ii] SAVINGS
o CHECKING
o TRUST
o CERTIF.
EDWARD J KARL
321 WOODRUFF WAY
HBG PA 17112-9034
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PSECU has provided the Depart.ent with the infor.ation 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 for. and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Co..onwealth
of PannSYlv.nia. Questions eBY be answered by calling (7I7) 787-8~27.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 0175169291-1
Date
Established
06-15-1974
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
Pe,.cent Taxable
A.ount Subject to Tax
Tax Rate
Potential Tax Due
x
43,675.21
16.667
7,279.35
.045
327.57
TAXPAYER RESPONSE
NOTE. If tax pay.ents are .ade within three
(~) .onths of the decedent's date of daath.
yoU .ay 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
[!]
C. [] The above inforeation is incorrect and/or debts and deductions were paid by you.
You .ust co.plet. PART ~ and/or PART ~ below.
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. ~~
(") ;g
B. [] The above asset has been or will be reported and tax paid with the PennSYlvania(~itance Tii retur~
to be filed by the decedent's representative. :5::8 ~ '
TO -0
> =~~; S;
.~" ":TJ
[CHECK ]
ONE
BLOCK
ONLY
PART
[!J
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
If you indicate a diffe,.ent tax ,.ate. please state you,.
,.elationship to decedent:
PART
~
TAX RETURN - COMPUTATION
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
OF TAX ON JOINT/TRUST ACCOUNTS
1
2
3
4
5
6
7
8
x
x
PAYEE
DESCRIPTION
AMOUNT PAID
TOTAL (Ente,. on Line 5 of Tax Computation)
.
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