HomeMy WebLinkAbout01-21-09COMMONWEALTH OF PENNSV~VgNIq
DEPARTMENT OF gEVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. zaosol REV-716[ EX(11-961
HARRISBURG, Pq ~ )12a-0601
RECEIVED FROM: PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 010794
ROSS JAMES D
536 HALYARD WAY
ENOLA, PA 17025
ACN
ASSESSMENT
CONTROL AMOUNT
-- pole NUMBER
ESTATE INFORMATION:
SSN: 369-32-6918
FILE NUMBER: 2109-0062
DECEDENT NAME: ROSS MARGARET K
DATE OF PAYMENT: 01/21/2009
POSTMARK DATE: 01/20/2009
COUNTY: CUMBERLAND
DATE OF DEATH: 08/08j2008
REMARKS: JAMES D ROSS
CHECK#513
INITIALS: WZ
SEAL
RECEIVED BY;
TOTAL AMOUNT PAID:
52.93
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU GF INDIVIpppL TAXES
PO BOX 280601
HARRISBURG PA 17]28-0601
?ENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
'" AND FILE N0.
TAXPAYER RESPONSE 21 "CJ`j -0G~a
ACN 09103564
~'~' ~ ~ ~ JP DATE
01-19-2009
JAMES D ROSS
536 HALYARD Wqy
ENOLA
PA 17025
EST. OF MARGARET K TYPE OF ACCOUNT
SSN ROSS ~ SAVINGS
DATE OF 369-32-6918
DEATH ® CHECKING
COUNTY 08-08-2008 ^ TRUST
REMIT PAYM CUMBERLAND
ENT AN ^ CERTIF
D FORMS TD: .
REGISTER
CUMBERLA OF WILLS
ND
CARLISLE CO COURT HOUSE
, Pq 17013
INTEGRITY BANK
potential tax tlue. Records provided the Department with
If you feel the infor indicate that at the death of the inf ormati pn
antl return it to the abpve decedent, you were 9 the
matipn is incorrect, please obtain writtenbcorrection from the fi once al institution a atta cfh a calcul akin
Pennsylvania. Please call (7t]) 78] This a ioint owner/beneficiary of this
account is taxable in accordance with the Inheritance T accounk.
COMPLETE pp~j'I 8327 with ouesti ons. copy to this farm
I BELOW )f ax laws of the Comm pnwealth of
SEE REVERSE SIDE FO
Account No. 0201025692 R FILING AND PAYMENT INS 7RUCTIDNS
Date 05-25-2007
Aceount EStablishetl To ensure proper cretlik
Balance copies of this t° the account, two
Percent 'S 4, 148.23 notice must accompany
Taxable payment to the Register of Wills. Make check
X payable "Register of Wills, Agent".
Amount Subject to Tax 50.000 to
Tax Rate $ 2, 874.12 NDTE: If tax payments are made within three
Potantlal TaX DUe X ~ 15 months of the decedent's tlate of tleath,
tleduct a 5 percent Discount on the tax due.
PART S 3 1 1 . 1 2 Any Inheritance Tax tlue will become
Cl TAXPAYER nine months after khe dakm of tleath, tleli nmuent
RESPONSE
q. ~ The above information and tax
Resit payment to the due is correct.
CHECK ~ a tliscount or Reci star of Wills with kwo
ONE avoid interest, or check box O°pi es of this notice
Wills and an official assessment will be q and return this to obtain
BLOCK issuetl by the Pq pepartm ant pf° the Register of
ONL Y B' ~ The above asset has been or will be Revenue.
to be filed by the estate rep resentative rted antl tax paid with the Penns
vl vania Inheritance Tax return
C' The above inf orma
ion is incorrect antl/or debts antl detlucti ons were
Compl ate pgRT 2 anyor PART 3~ below.
PART If intli catin paid.
relatlpnsh3p gto deeetlentt tax rate, please state
k
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST
LINE 1. sate Established _ _ ACCOUNTS y
,. 1~Y ti r(y ~e
2~ Account Balance 1 ~ ~S ~~LST
2 s ~/ iys ~ ~ k,.~, ,_
3. Pe re ant Taxable _ yk~.
3 X ,5 O. 00 ~~
G• Amount Subject to Tax 4 $ 'k
5• Da6ts and Dedue tf ons 5 ~ O 7y /d
6. Amount Taxable ~ ~
6 +C ~ ~
7. Tax Rate
7 X ~ 5'
8. lax Due
e S
PART
DEBTS AND DEDUCTIONS CLAIMED
DATE PgID
PAYEE
~~-O is ~T, c DESCRIPTION
vv6Ry~
i ~<_~E ~ T~/G ~ -UtiG~ L D/~/L- F-/~~v~,e G AMOUNT PAID
a& vrv~ rr ~ -
.9 t S <eD6uE,es CE ~ S S'
9' 5--03 f'~STXJR ,~®'~9 L/ivy dNCR//G -.=LOGU~ar < ,yep
.w ~%p/JG - vic
TOTAL CEntar on Line 5 of Tax Compute tloN
Un tler penalties of OiG o
eompleY Perjury, I dada ra that B
b to the best of i knowletlge antl the facts I have reported d~G g'g~
_ belief, above are true,
+7tCv- HOME (7i ~ correct antl
PAYER S GNgTURE WORK ( °~ SO°"19'
TELEPHONE NUMBER ~ ~7-U9
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