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Home My WebLink About04-17-08 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 MCNAMARA EDWIN P 1603 KATHRYN STREET NEW CUMBERLAND, PA 17070 ~__n___ fold ESTATE INFORMATION: SSN: 194-04-2557 FILE NUMBER: 2108-0298 DECEDENT NAME: MCNAMARA JOHN H DATE OF PAYMENT: 04/17/2008 POSTMARK DATE: 04/16/2008 COUNTY: CUMBERLAND DATE OF DEATH: 02/19/2008 NO. CD 009579 ACN ASSESSMENT CONTROL NUMBER AMOUNT 08114326 I $148.23 08114327 I $283.68 I I I I I I I TOTAL AMOUNT PAID: $431.91 REMARKS: CHECK# 110 SEAL INITIALS: CJ RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2110601 HARRISBURG, PA 171211-0601 ~l~ nEC~\\~:. ~.. -.'--"'1,'\1:. t..i - \", ":',_,.;' ',~;Ml~~ kx AF~-'~09_~D~i NO. 21-0~-()d..clY 08114326 04-09-2008 0_INFORMATION NOTICE \ 1," AND ;:' TAXPAYER RESPONSE FILE ACN DATE Z008 APR 11 PH \2: 26 TYPE OF ACCOUNT o SAVINGS [i] CHECK I NG o TRUST o CERTIF. EST. OF JOHN H MCNAMARA S.S. NO. 194-09-2557 DATE OF DEATH 02-29-2008 COUNTY CUMBERLAND C! CO'j C"IIC I ' 1 I, \ I OpnU-;'\"t..\'C en\ 1m I 11'1' 1,,-,; ''t r~:< ..I'-:~ ~~<_ 1 nf, Cl1t,!~ ;, ' ,-'A ....1' REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 EDWIN P MCNAMARA 1603 KATHRYN ST NEW CUMBERLAND PA 17070-1165 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 information is incorrect, please obtain written correction from the financial institution, attach a COpy to this fc>rm and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Per.~syl~2ni2_ Que~~inn~ m~y ~~ 3ns~9red by p~lline {717} ?~?-83~? AccIJunt No. 8603074678 COMPLETE PART 1 BELOW ~ ~ ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Acc'Junt Balance Percent Taxable Amount Subject to Tax Tax Rate Potential Tax Due PART [!] Date 05-04-2006 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". 6,934.73 X 50.000 3,467.37 X .045 156.03 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. ~/~Jf~ Any inheritance tax due will become delinquent nine (9) months after the date of death. ~ A. KIf 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. [CHECK ] ONE BLOCK ONLY B. [] 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 @] TAX If you indicate a different tax rate. please state your relationship to decedent: RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS 1 2 3 X 4 5 6 7 X 8 :"INE 1. ])c;te Estaclished 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. lax Rate 8. lax Due PART ~ DATE PA.ID PAYEE DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID TOTAL {Enter on Line 5 of Tax Computation) $ TAXPAYER facts I and HOME WORK COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG, PA 17128-0601 'EeDRf)*, c: . . ""Y;'~4{Ex Ai:~.'lD'-~ INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21-08~ or1~ 08114327 04-09-2008 2008 APR 17 PM 12: 26 EST. OF JOHN H MCNAMARA S.S. NO. 194-09-2557 DATE OF DEATH 02-29-2008 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS D CHECKING D TRUST [Xl CERTIF. CLEHK OF ORPHNrS COURT EDWIN P MCNAMA~~:.r . '1-' r-,-., PA 1603 KATHRYN ST NEW CUMBERLAND PA 17070-1165 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PSECU has provided the Department with the information listed below which has been used in calculati.ng 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 o~ Pennsvlvania. Questions may be answered by callino (717) 787-8327. COMPLETE PART 1 BELOW ~ ~ ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 8603074678 Date 05-04-2006 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 13,271.44 X 50.000 6,635.72 X .045 298.61 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. 12 J'3,l- f - PART [!] 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 "An and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. [CHECK ] ONE BLOCK ONLY B. [] 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 [3J TAX RETURN - COMPUTATION If you indicate a different tax rate, please state your relationship to decedent: OF TAX ON JOINT/TRUST ACCOUNTS LINE l- Da':.. E~i::ablished 2. Account Balance 2 3. Percent Taxable 3 4. Amount SUbject to Tax 4 S. Debts and Deductions 5 6. Amount Taxable 6 7. Tax Rate 7 8. Tax Due 8 PART [!l DATE PAID PAYEE X DEBTS AND DEDUCTIONS CLAIMED DESCRIPTION AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) $ perjury, I declare that the facts my knowledge and belief. correct and HOME WORK TAYPAVJ:"~ \,: '~', \ ' "~,I \ ~, \ '\ )\ r 'J 1 } :;flil' lIt,! J I t,',' t' ~, i, \~ '- '\. \. \ '- , ! \ \ \ -:!. '1-' '''1. '<M ...J f< ,~ ~ ~H \( ~ -, ~ tl. Q.. pj ':.......- ~ 0: "r:~'. """, W "" q tJ:J f"~ i/) (i ~~ ~ ~ it 't~~ 4- ~.o <:'f;:' ~1 ~, ~ ~~ ~llo % ;t~ ---- ~-- ~ ~~ -S~ '--2. 2008 ~.PR 11 PH 12: 26 CLERK OF ORPI-jl~I\:i(,\ r(11Jf"'lT , d ',r.... l,) \_.1 v', II C1 1\ ,'re','!' ,"V', D^ vi','" ,:', " r rt \j) ~ :r ~ ~ ~ ~ V\~~ .J "'- ~:2 f'- ___ ::::s- 3~ u.. a <t a2~ 0. ~ ~ ~~5 83~ ('-1.. \j (..1 ITi I:') j') + I') ..... o r.. .r!