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Home My WebLink About04-30-08 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 ,... "'_.. NO. CD 009636 - - DUPLICA TE WHEELER TEDD 3508 LANCERS DRIVE FAYETTEVILLE, NC 28306 n_nn_ fold ESTATE INFORMATION: FILE NUMBER: 2108-0463 DECEDENT NAME: WHEELER BRENDA M DATE OF PAYMENT: 04/30/2008 POSTMARK DATE: 04/28/2008 COUNTY: CUMBERLAND DATE OF DEATH: 01/27/2008 ACN ASSESSMENT CONTROL NUMBER AMOU'iT 08117509 I $12.98 08117521 I $15.45 08117511 I $ 1 8.00 I I I I I -- .. I ,*"'" - ,~ -- _. ..'~ TOTAL AMOUNT PAID: $46.43 REMARKS: CHECK# 7751 SEAL INITIALS: AJW RECEIVED BY: REGISTER OF WILLS - - GLENDA FARNER STRASBAIJGH REGISTER OF WILLS COMMONWEAL.TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAX~-,-' ," DEPT. 2BOI,Ol ,.' , HARRISBURG, PA 17128-0601 ,:-~ ,,~ INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 O~ t>'tlcB 08117509 04-21-2008 REV-15li3 EX AFP (09-00> EST. OF BRENDA M WHEELER S.S. NO. DATE OF DEATH 01-27-2008 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS o CHECKING o TRUST Ii] CERTIF. 2008 hPR 30 Pl'1 I: 03 HANNAH WHEELER 3508 LANCERS DR FAYETTEVILLE NC 28306 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE 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 ~he Inheri.ance Tax laws of the Commonwealth of Pennsylvi>nia. Questions may be answered by calling (7l7> 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Accollnt No. 39912060 Date Established 05-18-2001 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". x ~ .11 '6 \1,." TAXPAYER RESPONSE 1,946.26 16.667 324.38 .045 14.60 NOTE: If tax (3) months of you may deduc Any inheritan e tax nine (9) month af nts are made within three cedent's date of death. iscount of the tax due. ue will become delinquent r the date of death. Accollnt Balance PercEint Taxable Amount Subject to Tax Tax Rate Potential Tax Due x 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. 8. [] 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. PART ~ TAX LINE RETURN - COMPUTATION OF 1. Date Established 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 If you indicate a different tax rate, please state your relationship to decedent: x x PART @J DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID ~ TOTAL (Enter on Line 5 of Tax Computation) $ perjury, I declare that the facts my knowledge and belief. have reported HOME WORK ( "/17 (~(P above are true, correct and ) ~~r-??'~ ) 'f"~- ~fflt!J Ze~p~ nAT~ Tt:1 t:DUnloJt: IoJIIMUt:D COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2806,01 HARRISBURG;, PA 17128- 0601 2UDB r~PR 30 -* INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 O~ ol.\lJ)~ 08117521 04-21-2008 REV-i1543 EX AFP (09-00) P" ~:iJ I: I: 03 TYPE OF ACCOUNT D SAVINGS D CHECKING D TRUST IX] CERTIF. EST. OF BRENDA DATE OF DEATH 01-27-2008 COUNTY CUMBERLAND ZACHARY WHEELER 3!;08 LANCERS DR FAYETTEVILLE NC 28306 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE 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 fOr-II and return it to the above address a This account is taxable in accordance with the Inhoritanc8 Tax Laws of the Commonwealth of Pennsylvimia. Questions may be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 3990876 Date Established 07-26-2000 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 x 2,318.12 16.667 386.36 .045 17.39 ,~; ,&. NOTE: If tax p (3) months of t you may deduct Any inheritance nine (9) months s are made within three dent's date of death, iscount of the tax due. a uewill become delinquent after the date of death. x PART ill TAXPAYER RESPONSE 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. [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 0 and/or PART 0 below. PART [!1 TAX If you indicate a different tax rate, please state your relationship to decedent: LINE l. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS 1 2 3 X 4 5 6 7 X 8 PART DEBTS AND DEDUCTIONS CLAIMED ~ DATE PAID ~ PAYEE DESCR I PTI ON AMOUNT PAID TOTAL (Enter on Line 5 of Tax Computation) t have reported above are true, correct and of perjury, I declare that the facts my knowledge and belief. HOME WORK Under Cet TAVDAVI:D c-T~""ATIIDI: ) ~~Y-~SB~ ( '/0 ) L(y~/- J{ -rfjJB T~I ~punloJ~ IoJII"nl~l) ( Y/P 2-- !3.A-fJ~B nll.T~ COMMONWEAL.TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2BOI,Ol HARRISBURG. PA 1712B- 0601 ('~' ..'MNl' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 oy 64\.03 08117511 04-21-2008 R,~-1543 EX AFP (09-00) Znn~! r; c.l? ~ n 0.;J :'11 h \..: '\) :: 03 EST. OF BRENDA M WHEELER S.S. NO. DATE OF DEATH 01-27-2008 COUNTY CUMBERLAND TYPE OF ACCOUNT D SAVINGS D CHECKING D TRUST [Xl CERTIF. OF'" " , lTt ('I 1'.- IJ~,. . LAUREN WHEELER 3508 LANCERS DR FAYETTEVILLE 'jURT (~O D^ ~,"i"" ,M REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NC 28306 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 forlm 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) 7B7-B327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 39912008 Date 03-25-2001 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 Percllnt Taxable Amount Subject to Tax Tax Rate Potential Tax Due 2,698.77 X 16.667 449.80 X .045 20.24 NOTE: s are made within three V\ (3) months of e dec ent's date of death. O. ~ you may deduct a 5% d' count of the tax due. ~. Any inheritanc e will become delinquent ~ nine (9) months the date of death. PART [!] TAXPAYER RESPONSE [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. [] 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 [f you indicate a different tax rate. please state your relationship to decedent: RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS LINE 1. Date Established 2. Account Balance 1 2 3. Percent Taxable 3 4. ~,mount Subject to Tax 4 5. Debts and Deductions 5 6. ~\mount Taxable 6 7. Tax Rate 7 8. Tax Due 8 x PART [!] DATE PAID DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION AMOUNT PAID d TOTAL (Enter on Line 5 of Tax Computation) * penalties of perjury, I declare that the facts I e best of my knowledge and belief. have reported above are true. correct (?/o ) i.f;!~- S2;'" 8 "Y (9/t> ) q'J-f- #.:J 88 T~I ~DUnllJ~ IlJIIMR~D and HOME WORK Z[Nltdlf-08 nAT~ - ~ ~ .... f.iJ ~ C.-) C.-) '-6 N -::'" - f - - f - - ~ ~ .. - :? - - - -:- - :-- - - :,... :::: :,... :..- - -:- - :::: ::- ~. ?~~O ~?R 30 ?~ \ :()'3 \ \. \\to I , i"\ CQV nl= \_1>..J::".' . {\ ..~. \ r'PPb~~"!'l~ ('(1\ \pi' vr., ,. ,I . ,~ "_"- .,F' \ C\J'r~"': <;:'fl., ~ ~ ~ ~ ~, ~ ~ ,. ~ ..... \). ~ t: ~ ~ \1\ ~ ~ t' ~ ~ ~ ..... ~ ~ '\) Q .-, ~ ~ () f\ ~ r~..i S..n '- Q ~ :".-. ~ ~. ':l~ ~ )':: r , - (\ :.; ~:-: \) ":-. ....... ~. \.tJ '\: )-'" - ~ ;tJi... ;. - a1 ,..- I .......~ H '\ -:< . -0 .. '~'$ ~ -:: ' . 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