HomeMy WebLinkAbout08-19-08COMMONWEALTH OF PENNS`(LVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 2 8-060
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX111-96)
N0. CD 010169
GEORGE WILLIAM M
2603 N ROSEGARDEN BLVD
MECHANICSBURG, PA 17055
-------- fold
ACN
ASSESSMENT AMOUNT
CONT130L
NUMBER
081 16930 ~ S 135.24
ESTATE INFORMATION: ssrv:
FILE NUMBER: 2108-0194
DECEDENT NAME: GEORGE JUDITH L
DATE OF PAYMENT: 08/ 1 9/2008
POSTMARK DATE: 08/18/2008
COUNTY: CUMBERLAND
DATE OF DEATH: 01 /05/2008
REMARKS:
TOTAL AMOUNT PAID:
S 135.24
CHECK#257
INITIALS: CJ
SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTIER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
REVISED NOTICE * ~
FILE N0. 21 08-0194
ACN 08116930
DATE 05-27-2008
Lt:,-~,~ f,. TYPE OF ACCOUNT
EST. OF JUDITH L GEORGE ® SAVINGS
-; ~ S.S. N0. ~ CHECKING
^r •''~ DATE OF DE~4TH 01-05-2008 ~ TRUST
,COUNTY CUMBERLAND ~ CERTIF.
~n
WILLIAM M GEORGE JR REMIT PAYMENT AND FORMS T0:
2603 N ROSEGARDEN BLVD REGISTER OF WILLS
MECHANICSBURG PA 17055 CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PNC BANK
calculating the potential tax due. Their records vindicate tDhatratethewdeathhofltherabovendclcedentbelow which has been used in
this account. If you feel this information is incorrect, please obtain written correction from the financialainstitution,~/attachcaacopyf
to this form and return it to the above address. This account is taxable in accordance with the Inheritance iax 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 PAYME!vT I"STP,UCTIONS
Account No. 5003800663 Date 07-06-2001
To insure proper credit to your account, two
Established (2) copies of this notice must accompany your
Account Balance 6, 010 .54 payment to the Register of Wills. Make check
Percent Taxable X payable to: "Register of Wills, Agent".
50.000
Amount Subject to Tax 3, 005.27 NOTE: If tax payments are made within three
Tax Rate (3) months of the decedent's date of death,
X . 0 4 5 you may deduct a 5% discount of the tax due.
Potential TaX Due 135.24 AnY inheritance tax due will become delinquent
nine (9) months after the date of death.
PART 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
C C H E C K a discount or avoid interest, or you may check box "A" and return this notice to the Register of
0 N E ~ Wills and an official assessment will be issued by the PA Department of Revenue.
B L 0 C K B. ~ The above asset has been or will be reported and tax
0 N L Y paid with the Pennsylvania Inheritance lax return
to be filed by the decedent's representative.
REV-1543 EX AFP (09-00)
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.
PART
TAX
LINE
If you indicate a different tax rate, please state your
relationship to decedent: _
RETURN - COMPUTATION
1. 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
OF TAX ON JOINT/TRUST ACCOUNTS
PART
DATE PAID PAYEE
1
2
3__X
4
5
6
7 X
8
DEBTS AND DEDUCTIONS CLAIMED
DESCRIPTION
AMOUNT PAID
TOTAL CEnter on Line 5 of Tax Computation)
S
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
co p ete to the best of m kno
- y ~ ge and belief.
~i~VVViii(((777JJJ HOME (~"~~'J ~ISg'g~ (-
TAXPAYER SIG ATURE WORK ( ~ 's ~~
TELEPHONE NUMBER DA E
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1543 EX AFP (09-On)
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
REVISED NOTICE. ~
FILE N0. 21 D8-0194
ACN 08116930
DATE 05-27-2008
rtF , n ~,
..... _ TYPE OF ACCOUNT
EST. OF JUIJITH L GEORGE ® savlNGs
~;' F -' S•S• NO• ~ CHECKING
- -= DATE OF DEATH O1-o5-2008 ~ rRUSr
,':, COUNTY CUMBERLAND ~ CERTIF.
WILLIAM M GEORGE JR REMIT PAYMENT AND FORMS T0:
2603 N ROSEGARDEN BLVD REGISTER OF WILLS
MECHANICSBURG PA 17055 CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PNC 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) 7B7-8327.
COMPLETE PART I BELOW * * ~ ScE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 5003800663 Date 07-06-2001
To :insure proper credit to your account, two
Established (2) copies of this notice must accompany your
Account Balance 6 ~ D 1 D . 54 payment to the Register of Wills. Make check
Percent Taxable payeible to: "Register of Wills, Agent".
X 50.000
Amount Subject to TaX NOTE:: If tax payments are made within three
3 ~ D D5 . 27 (3) months of the decedent's date of death,
Tax Rate X
. 0 4 5 You may deduct a 5% discount of the tax due.
Potential Tax DUe 135.24 Any inheritance tax due will become delinquent
nine (9) months after the date of death.
PART TAXPAYER RESPONSE
A• ~)q,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
C C H E C K a discount or avoid interest, or you may check box "A" and return this notice to the Register of
0 N E ~ Wills and an official assessment will be issued by the PA Department of Revenue.
B L 0 C K B. ~ The above asset has been or will be re orted and tax
0 N L Y p 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 2^ and/or PART 3^ below.
PART If you indicate a different tax rate, please state your
relationship to decedent: CIFFif'TA
TAX RETURN - COMPUTATION
LINE 1. 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
PART
0
DATE PAID PAYEE
OF TAX ON JOINT/TRUST ACCOUNTS
1
2
3 X
4
5
6
7__ ?(
8
DEBTS AND DEDUCTIONS CLAIMEiD
DESCRIPTION
AMOUNT PAID
TOTAL (Enter on Line 5 of Tax Computation) ~
S
Under penalties of perjury, I declare that the facts I have reporte above are true, correct and
complete to the best of my kROwledge and belief.
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