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HomeMy WebLinkAbout10-26-07 -))))) (' {' ;" , 1"": ;: \. -< 'i ~ ,; ~ 1 Jll J =0 I ,II \(~, i,~ ~ '1/ ~ :3 T"t """ r~, y ~ ~. 'l, 't\ : ~~ .j o ,.... -" ~ J 0' ~ 1 ~ .t:? v1r-~7 ~ - ~ .I Q ;~d & ~ \'-- ~ ; ~. ~ ~ ~- '~P-) , ,p' ~ C/ ~ ~...- ',~. 'lid I 1. OC' . IJ' '" ..;; jO ~ , -~ i,,-, ~ I COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 *' INFORMATION NOTICE . . AND :TA~PAYER RESPONSE FILE ACN DATE NO.21 07-0821 07142795 10-17-2007 REV-1S43 EX AFP(0SI-00) Or:'~:- I,: : "I \..~' i i !2: ~ OF KENNETH M SCHMIDT S.S. NO. 209-36-1379 DATE OF DEATH 08-27-2007 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS o CHECK I NG o TRUST IX] CERTIF. ~~']1 C~'~:., ~~5 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 LAUREN E SCHMIDT 204 ST JAMES CT MECHANICSBURG PA 17050 PSECU has provided the Department with the information 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 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 Co.monwealth ef Pennsylvania. Quest;ons may be an~w.red by callins (717) 7B7~8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0169742061-S50 Date 09-08-2000 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". Established x 1,980.13 16.667 330.03 .045 14.85 TAXPAYER RESPONSE NOTE: If tax payments are .ade 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. Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due x PART [!J he above infor.ation and tax due is correct. 1. You.ay choose to re.it 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 0; Wills and an official assessment will be issued by the PA Department of Revenue. [CHECK ] ONE BLOCK ONLY 8. [] 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 .ust co.plete PART ~ and/or PART ~ below. PART [!] TAX LINE RETURN - COMPUTATION 1. Date Establ1shed 2. Account Balance 3. Percent 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 X 4 5 6 7 X 8 If you 1ndicate a different tax rate. please state your relationship to decedent: PART [!] DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCR I PH ON AMOUNT PAID facts I have reported above HOME ( \) WORK ( ) TELEPHONE NUMBER $ (Enter on Line 5 of Tax Computation) \"t> 'a-~.{J 1 DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG, PA 1712B-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO.21 07-0821 07142796 10-17-2007 REY-1Sti3 EX AFP (09-00] 7 TYPE OF ACCOUNT D SAVINGS D CHECK I NG D TRUST IXl CERTIF. .. . i (~__"___' ,,- i k..... 30 EST. OF KENNETH M SCHMIDT S.S. NO. 209-36-1379 DATE OF DEATH 08-27-2007 COUNTY CUMBERLAND '-'1 ......'... CATHLEEN E SCHMIDT 204 ST JAMES CT MECHANICSBURG PA 17050-6880 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PSECU has provided the Department 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 information is incorrect. please obtain written correction fro. the financial institution. attach a COpy to this fora and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Co..onwealth of Pennsylvania. Questions may be answered by calling (717) 7B7-B327. COMPLETE PART 1 BELOW ~ ~ ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 0169742061-S50 Date 09-08-2000 To insure proper credit to your account, two (2) copies of this notice aust accompany your paYMent to the Register of Wills. Make check payable to: "Register of Wills. Agent". Established x 1,980.13 16.667 330.03 .00 .00 TAXPAYER RESPONSE NOTE: If tax pay.ents are .ade 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 beco.e delinquent nine (9) .onths after the date of death. Account Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due x PART [!] 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 assess.ent will be issued by the PA Department of Revenue. [CHECK ] ONE BLOCK ONLY B. r=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. r=J The above information is incorrect and/or debts and deductions were paid by you. You must co.plete PART ~ and/or PART ~ below. 7 X 8 If you indicate a different tax rate, please state your relationship to decedent: PART ~ TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance OF TAX ON JOINT/TRUST ACCOUNTS 2 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due 3 X 4 5 6 PART [!] DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) . declare that the facts e and belief. HOME WORK ( TELEPHONE ) ) NUMBER \&\ ~..tJ\ D E TAX COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG, PA 17 1 2B-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SCHMIDT CATHLEEN ELIZABETH 214 ST JAMES COURT MECHANICSBURG, PA 17050 ..nu.u fold -. ESTATE INFORMATION: SSN: 209-36-1379 FILE NUMBER: 2107-0821 DECEDENT NAME: SCHMIDT KENNETH M DATE OF PAYMENT: 10/26/2007 POSTMARK DATE: 10/24/2007 COUNTY: CUMBERLAND DATE OF DEATH: 08/27/2007 NO. CD 008854 :~.. ~. ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $14.85 I I I I .. I I I I TOTAL AMOUNT PAID: $14.85 REMARKS: CHECK# 7817 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS -..,