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
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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
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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~~
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~-AXRAYER SI NATURE
TELEPHONE
NUMBER ~ <?
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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) $