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)
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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~:;<'
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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
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I
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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
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