HomeMy WebLinkAbout02-24-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX111 96)
N0. CD 010938
RICHARDS PHILIP C
2252 PINETOWN ROAD
LEWSBERRY, PA 17339
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ESTATE INFORMATION: ssN:
FILE NUMBER: 2108-1026
DECEDENT NAME: RICHARDS MARGARET MAY
DATE OF PAYMENT: 02/24/2009
POSTMARK DATE: 02/24/2009
COUNTY: CUMBERLAND
DATE OF DEATH: 10/06/2008
REMARKS:
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
09109385 ~ 5538.93
TOTAL AMOUNT PAID:
5538.93
CHECK#116
INITIALS: AJW
SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
PENNSYLVANIA INHERITANCE TAX
INFORMATION NOTICE
BUREAU OF INDIVIDUAL TAXES AND FILE N0. 21 08-1026
Po Box zao6ol TAXPAYER RESPONSE ACN 09109385
HARRISBURG PA 17128-0601
DATE 02-19-2009
REV-1543 E% RFP (OB-OB)
TYPE OF ACCOUNT
EST. OF MARGARET K RICHARDS ~ SAVINGS
SSN 192-20-4274 r~ ® CHECKING
DATE OF DEATH l0-o6-2aD~ °_~ ~ TRUST
COUNTY CUMBERLAND :-_'~ ~ ~:CEATIF.
REMIT PAYMENT AND FORMS T0: ._~ ~
PHILIP C RICHARDS REGISTER OF WILLS -, ~~ -
2252 PINETOWN RD CUMBERLAND CO COURT HOUSE .-, _'? -~` ' '
LEWISBERRY PA 17339 CARLISLE, PA 17013
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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 joint 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 Tax laws of the Commonwealth of
Pennsylvania. Please call C717J 787-B327 with questions.
COMPLETE PART 1 BELOW * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 1 0 0 0 0859548 08 Date 01-30-1981 To ensure proper credit to the account, two
Established copies of this notice must accompany
Account Balance $ 23, 952.47 payment to the Register of Wills. Make check
payable to "Register of Wills, Agent".
Percent Taxable X 50.000
Amount Subject to Tax NOTE: If tax payments are made within three
$ 11 , 976.24 months of the decedent's date of death,
TaX Rate X , 15 deduct a 5 percent discount on the tax due.
Potential Tax Due Any Inheritance Tax due will become delinquent
$ 1 , 796.44 nine months after the date of death.
P~T TAXPAYER RESPONSE
1
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT
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
C 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
O 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 ~ and/or PART 3~ below.
PART it indicating a different tax rate, please state
relationship to decedent: SQL
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
OF TAX ON/.JOINT/TRUST ACCOUNTS
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OFFICIAL U5E ONLY ~ AAF
PA DEPARTMENT OF REVENUE
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PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION AMOUNT PArn
~~~.+~ ~u(~er vn a ne ~ or iax computation) $
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete to the b st f my/ knowledge and belief . HOME C ~~~ ) G ~ ~- 3 ~74
TAXPAYER _ T6NATIlRF Tr( ro,,.,.,.- .,,,...,~., 2 ~C/ ~~
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