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HomeMy WebLinkAbout01-23-09COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT FESLER BARBARA J 139 TERRANCE PLACE NEW CUMBERLAND, PA 17070 fold ESTATE INFORMATION: ssN: 2is-24-6333 FILE NUMBER: 2109-0078 DECEDENT NAME: VALENTINE DORIS M DATE OF PAYMENT: 01 /23/2009 POSTMARK DATE: 01 /23/2009 couNTY: CUMBERLAND DATE OF DEATH: 1 1 /05/2008 ACN ASSESSMENT CONTROL NUMBER AMOUNT 08155370 ~ 542.19 08155369 ~ 513.28 TOTAL AMOUNT PAID: REMARKS: 555.47 CHECK# 200 INITIALS: CJ SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REV-1162 EX111-96) NO. CD 010807 REGISTER OF WILLS PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21 ~-7~ PD Box 280601 TAXPAYER RESPONSE ACN 08155369 HARRISBURG PA 17128-0601 DATE 11-24-2008 REV-1543 E% AFP (09-08) TYPE OF ACCOUNT EST. OF DORIS M VALENTINE ® SAVINGS SSN 216-24-6333 f.,~ ^ CHECKING DATE OF DEATH 11-05-200~~ ~ ^ TRUST COUNTY CUMBERLAND ~~7 ~ ^-4~RT~F. REMIT PAYMENT AND FORMS T0: ~7 ~ '~ ~' ' BARBARA J FESLER REGISTER OF WILLS ~='~ N =~ ~--; 134 TERRENCE PLACE CUMBERLAND CO COURT HOU$€-~~i~: W ~~ i NEW CUMBERLAND PA 17070 CARLISLE, PA 17013 JC`,~- t r~-~ ~ - p ~ ld7 ~ . MEMBERS 1ST FCU 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 ioint owner/beneficiary of this account. If you feel the 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 Tar: laws of the Commonwealth of Pennsylvania. Please call (717) 787-8327 with questions. COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 40368-00 Date 07-28-1984 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance $ 620.98 payment to the Register of Wills. Make check payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 310.49 months of the decedent's date of death, TaX Rate x .045 deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential Tax Due $ 13 • 97 nine months after the date of death. PART TAXPAYER RESPONSE a FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT `~ ~/L~ A. ^ The above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain CHECK a discount or avoid interest, or check box "A" and return this n~atice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. C ONE B L 0 C 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. C. The above informs ion is nd/ r l t C PART Z~ incorrect and/or debts and deductions were paid. PART 3^ below a o e omp e . PART If indicating a different tax rate, please state relationship to decedent: 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 e. Tax Due OF TAX ON JOIN/TRUST ACCOUNTS 1 _ r ip 3 x ~c,t7U~ 4 $ 5 - _ ~44:.~7 6 '~ x ;U4 B S i3, 7 PAD OFFICIAL U5E QNLY ^ AAF PA DEPARTMENT DE REVENUE 1 2 3 4 5 6 PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID fi ([,Gl ~ CN~~~~~-~J~. TOTAL CEnter on Line 5 of Tax Computation) s ~ r7 7~~~ /+ Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the be t of my knowledge and belief. HOME -C-~~~~~ ~ 'i WORK C /' / ~ AXPAYER S GNATURE TELEPHONE NUMBER AT PENNSYLVANIA INHERITANCE TAX INFORMATION NOTICE pp BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21~~~~ ~D PD eox zagcgl TAXPAYER RESPONSE ACN 08155370 HARRISBURG PA 17128-0601 DATE 11-24-2008 REV-1543 EX AFP f08-OB) TYPE OF ACCOUNT EST. OF DORIS M VALENTINE ^ savlNGs SSN 216-24-6333 ® CHECKING DATE OF DEATH :L1-05-2008 ^ TRUST COUNTY CUMBERLAND ^ CERTIF. REMIT PAYMENT AND F~JRMS T0: BARBARA J FESLER REGISTER OF WILLS 139 TERRENCE PLACE CUMBERLAND CO CI]URT HOUSE NEW CUMBERLAND PA 17070 CARLISLE, PA 1'1013 ~ c~a ~~r O ~ - ,~ ~ ;~~ ~' + `: ~f~ ~ ~ ,-- ~ _~ Cis ~ W ~~ MEMBERS 1ST FCU provided the Department with the information below, which has beert-aageti ir1 calculating the • potential tax due. Records indicate that at the death of the above-named decedent, you were a joint owner/6Q7~~j~'~ry af'T9his alecauat If you feel the information is incorrect, please obtain written correction from the financial institution,!aY'~ar~ a copy-~ this form: and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of theJCommonw h of -':? C.~j Pennsylvania. Please call (717) 787-8327 with questions. ~ J '~ ~ -- ~'~~ COMPLETE PART i BtLOW * SEE REVERSE SIDE FOR FILING ANu PAYMEriT iNSTRUCTION~ ''"'-:j Account No. 40368-11 Date 09-15-1984 To ensure proper credit to the account, two Established copies of this notice must accompany Account Balance 1,973.77 payment to the Register of Wills. Make check ~` payable to "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax $ 986.89 months of the decedent's date of death, Tax Rate ~( 0({5 deduct a 5 percent discount on the tax due. Any Inheritance Tax due will become delinquent Potential TaX Due $ 44.41 nine months after the date of death. P~T TAXPAYER RESPONSE 1 C FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX A55ES5MENT ~,~~ /G' i A. 'LJ fhe above information and tax due is correct. Remit payment to the Register of Wills with two copies of this notice to obtain CHECK 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. B L 0 C 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. C. ~ The above informs ion is incorrect and/or debts and deductions were paid. Complete PART 2~ and/or PART ~ below. PART If indicating a different t x rate, le se state Q relationship to decedent: (~(,~~~~:~ OFFICIAL U5E ONLY ^ AAF PA DEPARTMENT ~F REVENUE TAX RETURN - COMPUTATION OF TAX/~ON _JO~~I)NlT`/TRUST ACCOUNTS PAD LINE 1 . Date Established 1 7 '~f~~ ~T 'T 1 2. Account Balance 2 $ `7 ~ .~Z..~. 2 3. Percent Taxable 3 X C• G7 f 3 4. Amount Subject to Tax 4 $ f~r(lp~ -~r 4 5. Debts and Deductions 5 ~~J ~~, .'~7 / r~ 6. Amount Taxable 6 $ 7. Tax Rate 7 X . ~~~ l~ ~ 7 8. Tax Due 8 $ ~Y. ~~ g PART DEBTS AND DEDUCTIONS CLAIMED ^3 DATE PAID PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjurSi, I declare that the facts I have reported above are true, correct and comp ete t the bes of my knowledge and belief. HOME C I ~ 7//.-~G// 7 WORK ( ~~TCT-'T- / AXPAYER IGNATURE TELEPHONE NUMBER AT USA FI RSCII SS`?~ ~~f ` '_1. lV ... i .. ._~ .. -- i wl .~ .. =.me - 209 JA~3 23 PN i2~ ~+9 G~PH~`~.^,,~ ;'BURT .. ~ .. G'J~'~.' - - ~0., PA 'Q rJ ..~ Q ~~ (~ ~~ ._ t.~ .~~ "~ ~~ ` , .~ ~ v ^\ V~ `~ vJ ~~~ -. `~ '`~ C5 C 1 ,:F !'t (~ a i :'• ~~~~'' t ,,.E ,,..,-