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HomeMy WebLinkAbout11-21-07 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX( 11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT TOOLAND MARK J 160 RIDGE HILL ROAD MECHANICSBURG, PA 17050 ____un fold ESTATE INFORMATION: SSN: 205-26-0252 FILE NUMBER: 2107-1070 DECEDENT NAME: TOOLAND MYRTLE C DATE OF PAYMENT: 11/21/2007 POSTMARK DATE: 11/13/2007 COUNTY: CUMBERLAND DATE OF DEATH: 09/16/2007 NO. CD 009004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 07146325 I $46.27 I I I I I I I I TOTAL AMOUNT PAID: $46.27 REMARKS: MARK J TOOLAND CHECK# 1659 SEAL INITIALS: WZ RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG. PA 17128-0601 '* FILE ACN DATE NO. 21 .-~ot/7 ./o'7iJ 07146325 11-01-2007 INFORMATION NOTICE AND TAXPAYER RESPONSE REV~15'i.5 EX AFP C09-ao, TYPE OF ACCOUNT EST. OF MYRTLE C TOOL AND 0 SAVINGS 5.5. NO. 205-26-0252 Iil CHECKING DATE OF DEATH 09-16-2007 0 TRUST COUNTY CUMBERLAND Q ~ 0 CERTIF. ".0 ~ :0 REMIT PAYME",T~D FORtt:eTO: rn REGISTER OF wn..iJb c> :=3 CUMBERLAND CO c~ H~E /17 CARLISLE, PA l~ .~ L.;",-~,;:>;;: .. . <.J -'CJ .r..., no 11 -0 '." Oc :JIr ~i~ - ::0 :::"" ~ -f ::- rr'; MEMBERS 1 ST FCU has provided the Department with the infoNlation listed below which has been used ~ I". ':-.:> calculating the potential tax due. Their records indicate that at the death of the above decedent. you were a joint owner/~ficiary ~~ this account. If you feel this information is incorrect. please obtain written correction from 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 Commonwealth of PenosYlvanii:l. Q...~s~ion.i ..ay be ailsw~n:f(f lIir calling (717) 787-8321 w MARK J TOOLAND 160 RIDGE HILL RD MECHANICSBURG PA 17050 COMPLETE PART 1 BELOW Account No. 245002-11 Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due PART [!] * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Date 05-19-2004 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". x 6,169.88 16.667 1,028.33 .045 46.27 TAXPAYER RESPONSE NOTE: If tax payments are made within three (3) months of the decedent's date of death. you may deduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. x A. r=J The above information and tax due is correct. 1. 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 assessment will be issued by the PA Department of Revenue. [CHECK ] ONE BLOCK ONLY 8. 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. [] The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. 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: LINE 1- 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 DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID TOTAL (Enter on line 5 of Tax Computation) . Lf-{n . 2.:7 facts I have reported above are true, correct and fo17- 90 F L Under penalties of perjury, I declare that the complete to the best of my knowledge and belief. --/If~ T M/~ HOME (7/7) WORK ( ) T~I FPHONE NUMBER //!I/!tJ7 .." DATE \J COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 '* FILE ACN DATE NO. 21- .;;pO'? -/6'70 07146325 11- 01-2007 INFORMATION NOTICE AND TAXPAYER RESPONSE REV-15ii$ EX AFP <09-0D) EST. OF MYRTLE C TOOL AND S.S. NO. 205-26-0252 DATE OF DEATH 09-16-2007 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS IiJ CHECKING D TRUST D CERTIF. REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO ~OURT HOUSi CARLISLE, PA ~!10",13 :s ~ ..._. ~ --..I ,CC.. ::0 .'1'. ,.,~l-o-"'- C.cl ::r: (") c:; ,,,?:J>r-...... I '_~Zm N ... -; :';::u55? - S:;1 MEMBERS 1ST FCU has provided the Deparhent with the infor..ation listed below which has--"~~ed in. G calculating the potential tax due. Theil" records indicate that at the death of the above decedent, you were a jOinto~r/be~ciar~~f<:) this account. If you feel this infor..ation is incorrect, please obtain written correction from the financial instit~~ion, at~ a co~ :Ii to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax L~ of the-k9mmo~!i~ of Pennsylvania. Questions may be answered by calling l71fJ 787"8327. '.'c: ..' -f"?'t MARK J TOOLAND 160 RIDGE HILL RD MECHANICSBURG PA 17050 COMPLETE PART 1 BELOW Account No. 245002-11 Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due PART [!l If If If SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Date Established 05-19-2004 To insure proper credit to your account, two (2) copies of this notice must accompany YOUI' pay..ent to the Register of Wills. Make check payable to: "Register of Wills, Agent". x 6,169.88 16.667 1,028.33 .045 46.27 TAXPAYER RESPONSE NOTE, If tax payments are made within three (3) ..onths of the decedent's date of death, you ..ay deduct a 57. discount of the tax due. Any inheritance tax due will become delinquent nine (9) ..onths after the date of death. x A. c=l The above information and tax due is correct. 1. You ..ay 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 assessment will be issued by the PA Department of Revenue. [CHECK ] ONE BLOCK ONLY B. c=l 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=l The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. 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: 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 I!] DATE PAID PAYEE DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) 410.27 . facts I have reported above are true, correct and (PC,l-Q6 i'L Under penalties complete to the best -/II ~ J of perjury, I declare that the 0~:i61n~e and belief. ///;//J 7 DATE HOME WORK ( ,n ) ( ) T~I ~Dun"'ll: NIIMRI=R ~ CJ "- o -...... J t- O ~ , ~ ! 0.- t<. E N '> o ~ ff) ~ w~ i~:z: o~ w.....o_ > co W.JCI) ('II 45 ~ a:::;:)i5 .... U.Q ~ 0-)( 4 - "'a~~a. ^ ffi~~8~ :Eu.-co::;:) ~Oa('ll~ f~i~iC ~~~~~ 4:;)za.X a.CIl- ~ ~ ... ~ ;:; c: ! ti( - - - - - == - - - - - == - - - -= - - == - - - - - - -= - - - -= - -