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HomeMy WebLinkAbout09-18-07 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT LUCY DEBORAH A 533 GOOD HOPE ROAD MECHANICSBURG, PA 17050 ----- --- fold ACN ASSESSMENT CONTROL NUMBER 07134258 ESTATE INFORMATION: SSN: 202-20-2047 FILE NUMBER: 2107-0852 DECEDENT NAME: KAUTZ JANET L DATE OF PAYMENT: 09/18/2007 POSTMARK DATE: 09/17/2007 COUNTY: CUMBERLAND DATE OF DEATH: 02/26/2007 REMARKS: CHECK# 531 SEAL TOTAL AMOUNT PAID: INITIALS: CAJ RECEIVED BY: REV-1162 EX(11-961 NO. CD 008702 AMOUNT $66.06 $66.06 GLENDA FARNER STRASBAUGH . REGISTER OF WILLS REGISTER OF WILLS .. COMMOIff/EALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 1712B-0601 *-n rJ[N~O~~ATION NOTICE "".1,- I" AND ..tAXPAYER RESPONSE NO. 21 ,07 -o85c2 07134258 08-10-2007 FILE ACN DATE R[V-1S45 EX IEP (D9-on 2001 SEP I 8 PrI 12: 45 EST. OF JANET L KAUTZ CLE"::K OF 5.5. NO. 202-20-2047 Of"'\DIJ!,f.i,'C' .~r~, JRTDATE OF DEATH 02-26-2007 CU~,~...I'" !." \...",'.. II~OUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS [i] CHECKING o TRUST o CERTIF. LUCY A DEBORAH 124 WOODS DR LOT 9A MECHANICSBURG PA 17055 REMIT PAYMENT AND FORMS TD: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 COMMERCE BANK has provided the Depart..nt with the info...ation listed below which has been used in calculating the potential tax due. Theil' 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 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. Ques~ions.ay be answarad bY calling (717) 7B7-B327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 536248750 Date 05-01-2003 Established x 880.74 50.000 440.37 .15 66.06 TAXPAYER RESPONSE To insure propel' credit to YOUI' account. two (2) copies of this notice Must acco.pany YOUI' pay.ent to the Register of Wills. Make chack payable to. "Register of Wills. Agent". Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due x NOTE. If tax pay.ents are .ade within three (3) .onths of the decadent's date of death. you .ay deduct a 5% discount of the tax due. Any inheritance tax dua will beco.e delinquent nine (9) .onths after the date of death. PART m A. ~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 01' avoid interest. 01' you .ey 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. [ C~~~K ] BLOCK ONLY B. c=l The above asset has been 01' 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 co.plete PART ~ and/or PART ~ below. x PART ~ TAX RETURN - COMPUTATION If you indicate a different tax rate. please state your relationship to decedent: OF TAX ON JOINT/TRUST ACCOUNTS LINE L !late Established 2. Account Balance 2 3. Percent Taxable 3 4. Amount Subject to Tax 4 5. Debts and Deductions 5 6. Amount Taxable 6 7. Tax Rate 7 8. Tax Due 8 PART [!] DATE PAID PAYEE x DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID TOTAL {Enter on Line 5 of Tax Computation> . Under penalties c<8:~ TAXPAYER SIGNATURE of perjury. I declare that the facts I have reported above are true. correct and of my knowledge and belief. HOME (\ 11) laC\ \ - ~1 ~S- A. d...u.c-A WORK ( ) . - d'- TELEPHONE NUMBER ~ DATE I I ,j ,f \," , i \ ... .~ -;i ...I: -H: .M ~~..,; ~ l~ ~ ~ 0.., , , i .' 1:;) :.t t'''> .~ 8: ili i~'~; r4 Ci., r:( to '.' ~. loI'f i;:.t 11" ;~~ c1 <.r r-]C \) . a .) cJ \' ...l 0 - j c!""c:r DQ- -' B . d'3~ .I- 0 ~ ,~1 J ~ .0 :::z: - - - - - - ~ -= .. - :::: .. .. - == - - - - - .. .. - - - .. - - .. .. - = - - - == .. - - -+ \,.. vr ~ :1 ~ c.J cD ~ i~ 0 ~ 0... i'c)-'U- co ,.'c, . - ("',el)'. I:L ,:~.,~.-O ~ ....~~ & ~- 0)0 - I L- <U :: Q) - v' .P ",v) ..- ,.. -' ()b~ ~ L. ~:J" \...J- U U .,., o (':. (.:. .... ,")' .;f d J;:; ~, j 1 ':II ,,'~ I "