Loading...
HomeMy WebLinkAbout01-09-08 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAldTAX,ES' DEPT. 280601. HARRISBURG, PA 17123-0601 - INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 ACN 07139403 DATE 10-09-2007 REV-1S43 EX AFP (09-00) CLEt:;'<. Co;: ORCH" \i".: (\/\1 iQT I 1;-'\.- '.. ',.) '--./.-_" t...../ i " I -.L\~ ,~_:d' -,., Dl. L. J;I' ~ ' , I"'"':. )t7 f~ J JO ~. V ~1(J }yO 17011J\'2>l;' EST. OF CHARLOTTE E YOUNG 5.5. NO. 164-22-5634 DATE OF DEATH 03-25-2007 COUNTY CUMBERLAND TYPE OF ACCOUNT [i] SAVINGS D CHECKING D TRUST D CERTIF. ':flflR JFlU -9 Ptll2: 03 L\.:I,) li,l LAVONNE R PEARSON 6 HARTZDALE DR CAMP HILL PA REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 COMMERCE BANK 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 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 accordance with the Inheritance Tax Laws of the Commonwealth of P~n~sylva~i~. o.vesti~ns m~y he answered ~y call~n~ (717' 787-~327. COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 410143668 Date 06-27-1995 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 4,880.10 X 16.667 813.37 X .15 122.01 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. PART [!] [CHECK ] ONE BLOCK ONLY A. c=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. B. 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. c=J The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. PART @] DATE PAID DEBTS AND DEDUCTIONS CLAIMED PART ~ TAX If YOU indicate a different tax rate, please state your relationship to decedent: L1NE:: RETURN - COMPUTATION OF 1. uaLe t:.sLaDlished 1 2. Account Balance 2 3. Percent Taxable 3 4. Amount Subject to Tax 4 5. Debts and Deductions 5 6. Amount Taxable 6 7. Tax Rate 7 8. Tax Due 8 TAX ON JOINT/TRUST ACCOUNTS x x PAYEE DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) $ Under penalties of perjury, I declare that the facts complete to the best of my knowledge and belief. have reported above are true, correct and TAXPAYER SIGNATURE HOME ( ) WORK ( ) TELEPHONE NUMBER DATE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF ,~EVE.l'l~.E. - . BUREAU OF INDIVIDUAL TAXES-,.. DEPT. 280601 - -, HARRISBURG, P~ .17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE NO. 21 ACN 07139404 DATE 10-09-2007 REV-1543 EX AFP (09-00) l~LEJ~:;<' PH 12: 03 \~ "I. ~C\ l~lJi e / \~' r~l~ n~ V~ ,_ QV ,}l /?~'\ JRT Pt\ EST. OF CHARLOTTE E YOUNG 5.5. NO. 164-22-5634 DATE OF DEATH 03-25-2007 COUNTY CUMBERLAND TYPE OF ACCOUNT [i] SAVINGS o CHECK I NG o TRUST o CERTIF. ZOOg JA.N - 9 OR!'"\' I" "l'- ~I!:I"\; ,~ CLJi/-: - REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HAROLD J YOUNG APT 408 820 LISBURN RD CAMP HILL PA 17011 COMMERCE BANK 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 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 accordance with the Inheritance Tax Laws of the Commonwealth ~. ?~nnsylvania. ~~ast1~r.~ maY be a~swerEd ~~ ~allir.~ {717} 787-&327. COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 410143668 Date 06-27-1995 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 4,880.10 X 16.667 813.37 X .15 122.01 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. PART [!] [CHECK ] ONE BLOCK ONLY A. [] 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. B. 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. x PART ~ TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS If you indicate a different tax rate, please state your relationship to decedent: Ll HE: 1- Date Established 2. Account Balance 2 3. Percent Taxable 3 4. Amount Subject to Tax 4 5. Debts and Deductions 5 6. Amount Taxable 6 7. Tax Rate 7 8. Tax Due 8 PART [!] DATE PAID PAYEE X DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID TOTAL CEnter on Line 5 of Tax Computation) $ Under penalties of perjury, I declare that the facts complete to the best of my knowledge and belief. have reported above are true, correct and TAXPAYER SIGNATURE HOME ( ) WORK ( ) TELEPHONE NUMBER 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 PEARSON LAVONNE R 6 HARTZDALE DRIVE CAMP HILL, PA 17011 ____u__ fold ESTATE INFORMATION: SSN: 164-22-5634 FILE NUMBER: 2108-0029 DECEDENT NAME: YOUNG CHARLOTTE E DATE OF PAYMENT: 01/09/2008 POSTMARK DATE: 1 2/13/2007 COUNTY: CUMBERLAND DATE OF DEATH: 03/25/2007 NO. CD 009150 ACN ASSESSMENT CONTROL NUMBER AMOUNT 07139403 I $36.60 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: LAVONNE R PEARSON CHECK# 5313 SEAL INITIALS: DM RECEIVED BY: REGISTER OF WILLS $36.60 GLENDA FARNER STRASBAUGH REGISTER OF WILLS - ;,\~ i:I_ I-J Q /..~, aa .s~ - ~ t-' \...... '<t ~ ~ ';' ..- tL ~ U l' tt Q '..... ~ ,...,,) t!J !-! Vi i' 'I ~ ."'" w et 0 tt (-r'i ~ ~ "Ol!^;g J'~ N - '9 n" \"); 03 L ,~/.d r d (, r"'\l :---;-.,;:, .r"',.(_ G~~~r~~\ '.,. ~ ORF!" ::)" ,JRT CUft; J, PA UJ(/) :)UJ z~z E w....o 8 G;-'cn cO a:4S; C'I u..5o r: 0>>< "4 ~o~~Q. ~~w~Cl ~~~~i 43;3)((/) Q.....-O- ~~ffilDi fiii~ =~ Q) "0 o o 0- N 10 ~ ~ (') '<t ili i ('l') (.) i= C o ~ ! - - - == - - -:: - - - - -: - - - - - - - - - -