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
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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
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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
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;~~ ~' + `:
~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
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