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HomeMy WebLinkAbout04-24-08COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TA)G~d-~'~'~ DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 i RECEIVED FROM: BROWN TENA L 304 SHERMAN AVENUE CARLISLE, PA 17013 i -------- fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT DUPLICATE ESTATE INFORMATION: FILE NUMBER: 2108-0463 DECEDENT NAME: WHEELER BRENDA M DATE OF PAYMENT: 04/24/2008 POSTMARK DATE: 04/23/2008 COUNTY: CUMBERLAND DATE OF DEATH: 01 /27/2008 AMOUNT ACN ASSESSMENT CONTROL NUMBER 081 17513 ~ 513.69 08117515 ~ 510.02 08117517 I 512.19 TOTAL AMOUNT PAID: REMARKS: TENA L BROWN CHECK# 826 SEAL 535.90 INITIALS: WZ RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REV-1162 EX111-96) NO. CD 00961 1 REGISTER OF WILLS r p' 6 r ~ __ 2~~~ E~~ ~ ?4 '~`~ 12~ 42 ~~ ~~ C~?: ~QJRT _ v~ , ~ ,^,n _,° °'~ ~~ c~ ~ ~, ~ a J~ ~ ~ ! -a l ~ ~•NF ~ 'J ~ E~! ~~~ .~o J F~ 1 ~ ~ rs v ?~ .•b J 3 ~F .~ O N1 N _ ¢ O 3 c en ~ ~ ~. ~ ~ ~ u `n ' ~' ~i ~ tSj i~ ~ U A 1` COMMONWEALTH OF PENNSYLVANIA 4 DEPARTMENT OF REVENUE ,_~ ~~NF.ORMATION NOTICE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 A N D HARRISBURG, PA nlza-a6o1 TARP AY E R R E S P O N S E REV-1543 E% AFP (09-00) r n Aii'~ I~~~t.~ hi ~\ ~~ FILE N0. 21 -~" ~~~ ACN 08117513 DATE 04-21-2008 EST. OF BRENDA M WHEELER (,+ ~~ ~' T S.S. N0. C , ~ ~ - .~QATE OF DEATH 01-27-2008 G~"' 'OOUNTY CUMBERLAND TYPE OF ACCOUNT SAVINGS CHECKING TRUST CERTIF. REMIT PAYMENT AND FORMS T0: EMILY A COBAUGH REGISTER OF WILLS 304 SHERMAN AVE CUMBERLAND CO COURT HOUSE CARLISLE PA 17013 CARLISLE, PA 17013 ADAMS COUNTY NATIONAL 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 ]oint 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 Pennsylvania. Questions may be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS IUTAL CEnter on Line 5 of Tax Computation) 8 Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the st of my knowledge and belief. ~~e HOME C7~~ ) ~~` -J 3~~ / ,,~~ ~ ' '~Lu-~ WORK C ) ` ~-AXRAYER SI NATURE TELEPHONE NUMBER ~ <? (.A DATE DATE PAID PAYEE DESCRIPTION AMOUNT PAID COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INFORMATION NOTICE r BUREAU OF INDIVIDUAL TAXES AND FILE NO. 21 ~ Ud U' ~ DEPT. 280601 ~ `• ~ ~ ACN 08117515 HARRISBURG, PA nlzs-o6B1 _- •TI-X•P AY E R R E S P O N S E " "' ~~'~ DATE 04-21-2008 REV-1543 EX AFP~ tQY~.40].. ...., .. TYPE OF ACCOUNT ~~~~ ~~~ ~~ ~~ ~~~~30F BRENDA M WHEELER ^ SAVINGS $.$. N0. ^ CHECKING ~`~~(-'<'~~ Q'r DATE OF DEATH 01-27-2008 ^ TRUST ~(~~'-{, ~~J` ' '.;~L~~~UNTY CUMBERLAND ~ CERTIF. ~ ~- ~~~, C~~I` REMIT PAYMENT AND FORMS T0: SETH D COBAUGH REGISTER OF WILLS 304 SHERMAN AVE CUMBERLAND CO COURT HOUSE CARLISLE PA 17013 CARLISLE, PA 17013 ADAMS COUNTY NATIONAL 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 Pennsylvania. puestions may be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Under penalties of perjury, I declare that the facts I have repor~tyed above are tr[u~_e, correct and complete o he best of my knowledge and belief. HOME C (t~ ) ~Q~ '~/ ~~ (, ~, ~ ~ ~~Y~,~QI JL.~ W 0 R K ( ) -~D 0 ,X PAYER S GNATURE TELEPHONE NUMBER DA (VIAL ~tncer on Line 5 of Tax Computation) S COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENDE INFORMATION NOTICE ~ / BUREAU OF INDIVIDUAL TAXES ,_ ,, .. .. FILE N0. 21 ~ d ~ ~~ 3 DEPT. 280601 I, - AND ACN 08117517 HARRISBURG, PA v12a-B6o1 _ -; ' TAXPAYER RESPONSE ' ~~ DATE 04-21-2008 REV 1$43IX AkP ~(09-b0) ~~~~ ~~~ ~~ ~~,~~ ~~ TYPE OF ACCOUNT EST. OF BRENDA M WHEELER ^ SAVINGS ~;, ,,, S.S. N0. ^ CHECKING ~'-- ~~~ `~~~ DATE OF DEATH 01-27-2008 ^ rRUST Cf~''-~~~~~~~'• ~~~'~ h,T COUNTY CUMBER LAND ~ CERTIF. ~{ ~ - °'': REMIT PAYMENT AND FORMS T0: LEA N COBAUGH REGISTER OF WILLS 304 SHERMAN AVE CUMBERLAND CO COURT HOUSE CARLISLE PA 17013 CARLISLE, PA 17013 ADAMS COUNTY NATIONAL 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 Pennsylvania. Questions may be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW ~ * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 3991013 Date 01-02-2001 To insure proper credit to your account, two Established (2) copies of this notice must accompany your Account Balance 1 , 709.95 payment to the Register of Wills. Make check payable to: "Register of Wills, Agent". Percent Taxable X 16.667 Amount Subject to Tax 285.00 NOTE: If tax payments are made within three C3) months of the decedent's date of death, TaX Rate X .045 You may deduct a 5% discount of the tax due. Potential Tax Due 12.83 Any inheritance tax due will become delinquent nine (9) months after the date of death. PART TAXPAYER RESPONSE 1 :::::::::::::::::::::::::::::::::::::::::::.... ....:...:............................................................................................. ......................._~l1s1fl.:.:~1.I~. E.:::R.E~.~t:Lfi::>I~1:::::AM:::::D:F.F: ::.: •. ;;:; : ~ ; ~ .::: .:.::::::.:.:.:.:.:.::::::::::::::::::::::::::::::: I~:IAE:::~:T}IX....~4.~5 ~ :. :.:.:.:...::::~:: ...................................................:.::::::::::::::::::.:-:.,.,.:.:.:.:.:.,....:.:.:.::.:.:.:.:::.:.:. ~:::::::::::::::::::::::::::::::::::::::::::::::::-::::::::::.................................. Eli.. DM.....T. . E1IS.. H.p.1"I~.E..._.. A. I, LZhe above information and tax due is correct. LL~~ 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain CHECK a discount or avoid interest, or you may check box "A" and return this notice to the Register of ONE Wills and an official assessment will be issued by the PA Department of Revenue. BLOCK ~ B. ^ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return ONLY 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 2^ and/or PART 3^ below. I f you indicate a different tax rate ..................................................:...............................................:...........................................:: ~:::::::::-_ :::: PART . Please state Your •::~::,~:•:•~:~>:_:~s•:~-:~:;:.~ ........:..:..:...:.:::•::........._:...,:...:.-.::.:.:.:..............:..,...:- ;?~ ~ iii?i?i€iii~ i9ii`i?i`€i€ii~i~i's~. ` ;:;; ii€f : ;:::~ ~i':i€i€ iii =i: ':...,.; relationship to decedent: .:.:.:::::::::::::..:...:::::::::.:.:.:.:.:.:.:.:.......~~..:.:.~'`~,::::Q~.'~::::::::::::::::;::+1$:~:: 2 :::~ ~ ::::..:.:.:.:::::::::: =s ~`:_~ `i~iii i;~ ~ ~Ei~i~~':sfQ=i':i . .:; :i€i;i€i':ii~ i€€i€i :::::::::::::::~:::::::::::::::~ ~ ss:::::::::;:::s:::;:;:,:;:;:;:; ~:::::: ~:::::::::::::::: ~:::::: ~~:;:::;:;:::::::: X RETURN COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS € LINE 1. Date Established 1 •• -~ ~~~~~ •......... 2. Account Balance 2 _, ,,., , ~i€is€iiiiiii€i€i€"':s;:i:€:€s[~ .'-.:':[[:€:€:;s:':'::'~i~ :[~ =s;:i:i[i=_'~ :?[ =;:~:€: ~~ [ ;:`:;:;:;:;:~ ;:::~ ::::::~ [:~ ::;:[:~ [:~ ;:~ :: 3. Percent Taxable 3 X ................................................... u n t S u b j e c t t o Tax 4 .:.:.:.:.:.:..:. :::::.:..:::::.:.:.:.:.:. :::::::::::::::: ~:;,::;:;:::;:::; ~:,::,;:;:;:;:;:; ~:;:,:;:::,:::~ ;:s::::::::~::::ss::::::::: ~:::::::::::: :::~•: .. 5. Debts and Deductions 5 - :;:~'iiii t Ta .::.::::::::::::::.:.:.:.:.::~::.::;:~:::::::::::::::::::,:.:::~,:_~::~:::.::::,.,:,:,:,:,:,,:,:;:,:,:,:,,:::,:,:,:,..:; 6. Amoun x a b 1 e 6 ::::;:~ ;:;:;:~ ;:; ,:~ :::::::::::::::::::::::::::::::::::::~ ::~ ::::~ : ~ ~:::~ :a:~ :::::::::::::::::~ : ~ ~ ~::.,:,:,:,:,:,:,:,:,:...:.:.:.:.:.:.:.:. 7. Tax R :::::~s:s::::::::::::i~t~::::~ :::::::::::::~:::!s::;s:::::~:;:€::::~:€:~':~:s:~:~~:;:;:;:;:;:;::;:;:::;;::::~::~::~~:::: ate 7 X ~~~;~':iiiii€i€::,:p[;:;:;:;:;:;~:;::;:;:;:;:~ :::::::::::::::::::::::::::::~::~::::::::::~::::~::::::::~:::::::.t:::::~::s::s:::;:;:;:;:;:~~:: 8 . ::::::::::: ~ :.:::::::::::::~ :::::::::::::::::-:::::::::::::::::::::::::::::::::::::::::::::::: _::::::::::::::::::::::::::::-::::::::::::::::-:::::~ :::::::: x Due ::,:.:,:.:,< ::::..::::::...:::::.:::::::.::::::::::::::::::.:::::::. 8 .:.:::.:::.:.:..:. :.:..._:.:.:.:.:.:.:.:.......................................................................................................................... ------- DEBTS AND DEDUCTIONS CLAIMED 0 DATE PAID PAYEE DESCRIPTION AMOUNT Pern Under penalties of perjury, I declare that the facts I have reported above//~are true, correct and complete to the best of my knowledge and belief. HOME C ~~~ ) ([7® ~3~" ^B WORK ( ) -a,~'C~XJ TAXPAYER SIGNATURE TELEPHONE NUMBER DATE ~~.,~ .u,~er on une s or iax Computation) $