HomeMy WebLinkAbout12-18-08COMMONWEALTH OF PENNS'rLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 71 28-060
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11-96)
N0. CD 010655
BURTSAVAGE EDWARD M
317 PINEWOOD DRIVE
SHIREMANSTOWN, PA 17011
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ESTATE INFORMATION: ssN: ~6a-~s-3207
FILE NUMBER: 2108-1265
DECEDENT NAME: BURTSAVAGE HELEN M
DATE OF PAYMENT: 1 2/ 1 8/2008
POSTMARK DATE: 12/18/2008
couNTY: CUMBERLAND
DATE OF DEATH: 1 1 /01 /2008
REMARKS:
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
08155448 ~ 599.45
TOTAL AMOUNT PAID:
599.45
CHECK#6501
INITIALS: CJ
SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
PENNSYLVANIA INHERITANCE; TAX
INFORMATION NOTICE
BUREAU OF INDIYIDUAL TAXES _ •_ .._ AND FILE N0. 21 -(~~~Jz(pS
Po Box 280601 ~ ~ ' '' TbXRAYER RESPONSE ACN 08155448
HARRISBURG PA 17128-0601 _
~ DATE 11-24-2008
REV-1543 E% AFP (OB Ue7'~-' '~' ~ "` ` •'
TYPE OF ACCOUNT
Z~S~O DEC ~ S ~~ ~~~ 23EST. OF HELEN M BURTSAVAGE ® SAVINGS
SSN 168-18-3207 ~ CHECKING
~p CLERK ~F ~j--~~• DATE OF DEATH al-O1-2008 ~ TRUST
~1~11~~t l~rV`tiS~ O~~fll~# ROUNTPAYMENT AND M~RM LADND ~ CERTIF.
EDWARD M BURTSAVAGE REGISTER OF WILLS
327 SOMERSET DR CUMBERLAND CO COURT HOUSE
SHIREMANSTOWN PA 17011-6539 CARLISLE, PA 17013
PSECU provided the Department with the information below, which has been used in calculating the
potential tax due. Records indicate that at the death of the above-named decedent, you were a point owner/beneficiary of this account.
If you feel the information is incorrect, please obtain written correction from the financial institution, attach a coDY 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. Please call C717) 787-8327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 0168183207-S7 Date 03-10-1982 To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 4,420.09 payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 50.000
Amount Subject to Tax $ 2, 210.05 NOTE: If 'tax payments are made within three
months of +the decedent's date of death,
Tax Rate )( .045 deduct a 5 percent discount on the tax due.
Potential TaX Due Any Inheritance Tax due will become delinquent
$ 99.45 nine month:. after the date of death.
P~T TAXPAYER RESPONSE
1
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX A55ESSMENT
A. ~ The above information and tax due is correct.
Remit payment to the Register of Wills with two copies of this notice to obtain
C H E C K a discount or avoid interest, or 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.
BLOC K ~ B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
0 N L Y to be filed by the estate representative.
[:. ~ The above informs ion is incorrect and/or debts and deductions were paid.
Complete PART 2~ and/or PART 3~ below.
PART If indicating a different tax rate, please state
relationship to decedent: OFFICIAL U5E ONLY ~ AAF
PA DEPARTMENT OF REVENUE
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS pAD
LINE 1. Date Established 1 1
2. Account Balance 2 $ 2
3. Percent Taxable 3 X 3 W
4. Amount Subject to Tax 4 $ 4
5. Debts and Deductions 5 - 5
6. Amount Taxable 6 $ 6
7. Tax Rate 7 X ~
8. Tax Due g $ 8
PART DEBTS AND DEDUCTIONS CLAIMED
0
DATE PAID PAYEE DESCRIPTION nMniir.~r- owrn
Under penalties of perjury, I declare that the facts I
complete to the best of my knowledge and belief.
XPAYER SIGNATURE
have reported above are true, correct and
HOME C 7!7 ~ 76 /° ]!'&~
WORK C ) ~+ ~~ ~~
TELEPHONE NUMBER DAT
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