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HomeMy WebLinkAbout10-29-07 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 ANDERSON JOHN R 12045 GERALD AVENUE GRANADA HILLS, CA 91344-2602 ___nn_ fold ESTATE INFORMATION: SSN: 160-1 6-8651 FILE NUMBER: 2107-0552 DECEDENT NAME: WALLOWER EVA DATE OF PAYMENT: 10/29/2007 POSTMARK DATE: 10/24/2007 COUNTY: CUMBERLAND DATE OF DEATH: 02/28/2007 ACN ASSESSMENT CONTROL NUMBER 07119695 TOTAL AMOUNT PAID: . REMARKS: \,.....,...", CHECK# 5267 ~"'~.' . INITIALS: CJ RECEIVED BY: SEAL REGISTER OF WILLS REV-1162 EX(11-96) NO. CD. 008867 AMOUNT $10.17 r "$10.17 GLENDA FARNERSTR-,t...SBAUGH . REGISTER OF WILLS. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG, PA 17128-0601 * INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21-07.55;2.. 07119695 05-03-2007 REv1.t54!D: AFP (ott. 00) ZOOl OCT 29 p;; \2: 22 EST. OF EVA WALLOWER S.S. NO. 160-16-8651 DATE OF DEATH 02-28-2007 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS iii CHECK I NG o TRUST o CERTIF. ro.n\ it, l/t~l~ I' ('I I" ' '.......\...' JACQUELIN ANDERSON 12045 GERALD AVE GRANADA HILLS CA 91344 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 info,..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 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 eccordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. Questions .9Y be answercd by c311i~G (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 6050-11 Date 03-15-2000 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 1,356.25 X 16.667 226.05 X .045 10.17 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. PART [!] [CHECK ] ONE BLOCK ONLY A. ~The above information and tax due is correct. ~l. 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 assess.ent will be issued by the PA Depart.ent of Revenue. 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 representetive. C. [] The above infor.ation is incorrect and/or debts and deductions were paid by you. You .ust co.plete PART ~ and/or PART ~ below. 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 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: DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) . facts I have reported above are true, correct and HOME ( f?f~) WORK ( ) rv TELEPHONE NUMBER DATE r-- ~...J:!: ~"o.. ~ ~,.,.. ..J Ol.~ u<~ ~UQ. w 2: U) < ~ !J) ('oJ 1 f. Q.I ~ C ii) . ~~ ~ \-i w A' ~ - 2007 OCT 29 Pill;?: 22 Ci OFi!~)" : OJ . PA wen ::)w z><z .... wi!o ~ >..J- C wc:(en cb a:::)~ N &Lee t: 0:;;>< .... !z~i!....~ w_wco j!&Lo8a: a:oz~::) llI(:)i! m a.c:(-~!a ~~ffim~ lIIi:C::)::I:oc:( a.m~c..::I: ~ C") ~ ~ 8 :;:: c ! 4( ,. ..