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 -..,