HomeMy WebLinkAbout12-20-07 (2)
COMMONWEAL TH OF PENNSYlVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO.
21 (n - \ \ 6J
07144863
10-24-2007
REV-1S43 EX AFP (09- 00>
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EST. OF LOYETTE H BOWMAN
S.S. NO. 339-12-4890
DATE OF DEATH 09-07-2007
COUNTY CUMBERLAND
TYPE OF ACCOUNT
[i] SAVINGS
o CHECKING
D TRUST
o CERTIF.
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ME~ANICS~~ PA 17050
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REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
MEMBER 1 ST FEDERAL C U has provided the Depart..ent with the infor..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 infor_ation is incorrect, please obtain written co~rection 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...onwealth
of Pennsylvania. Questions ..ay be answered by calling (717) 787-8327.
COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 160793-05
Date 08-03-1996
Established
To insure propel' credit to your account. two
(2) copies of this notice ..ust acco.pany YOUI'
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
42,064.34
X 50.000
21,032.17
X .045
946.45
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.
PART
[!]
[CHECK ]
ONE
BLOCK
ONLY
A. [] The above information and tax due is correct.
1. You may 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 may check box "A" and return this notice to the Register of
Wills and an official asseSSMent will be issued by the PA Depart..ent of Revenue.
B. [] 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. ~he above infor.ation is incorrect and/or debts and deductions were paid by YOU.
You ..ust co.plete PART ~ and/or PART ~ below.
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
OF
1
2
3
4
5
6
7
8
TAX ON JOINT/TRUST
1'"3 - 199&
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X ?,O,OllO
~J. 03:,L /7
'-1&, 77
20/181~J./()
X ; O~)
9'1'1,) ~
DEBTS AND DEDUCTIONS CLAIMED
ACCOUNTS
PART
~
TAX RETURN - COMPUTATION
If you indicate a different tax rate, please state your
relationship to decedent:
DESCRIPTION
AMOUNT PAID
Tax Computation)
.
of perjury, I declare that the facts I
of my knowledge and belief.
/ 2~ /3 -- 0 7
DATE
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
NO. CD 009096
BOWMAN JOHN E
5430 BONNYRIGG CT.
MECHANICSBURG, PA 17050
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
n______ fold ---------- --------
07144863 I $944.25
ESTATE INFORMATION: SSN: 339- 12-4890 I
FILE NUMBER: 2107-1152 I
DECEDENT NAME: BOWMAN LOYETTE H I
DATE OF PAYMENT: 12/20/2007 I
POSTMARK DATE: 12/19/2007 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 09/07/2007 I
I
I
TOTAL AMOUNT PAID: $944.25
REMARKS: JOHN E. BOWMAN
CHECK# 4174
INITIALS: OM
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
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