HomeMy WebLinkAbout05-14-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MITCHELL JOHN J.P.
839 RIDGEWOOD DRIVE
MECHANICSBURG, PA 17050
fold
ESTATE INFORMATION: ssrv: 204-78-0883
FILE NUMBER: 2109-0294
DECEDENT NAME: MITCHELL GERTRUDE I
DATE OF PAYMENT: 05/14/2009
POSTMARK DATE: 05/13/2008
COUNTY: CUMBERLAND
DATE OF DEATH: 02/ 1 7/2009
REMARKS:
CHECK# 3729
SEAL
REV-1162 EX(11-96)
NO. CD 01 1234
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
09503418 ~ 52,777.96
TOTAL AMOUNT PAID:
52,777.96
INITIALS: CJ
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO BOX 280601
HARRISBURG PA 17128-0601
REY-1543A AFP C7-00)
INFORMATION NOTICE FILE N0. 21 09-0294
AND ACN 09503418
TAXPAYER RESPONSE
* REVISED NOTICE * ~ * DATE 05-05-2009
JOHN J MITCHELL
839 RIDGEWOOD DRIVE
MECHANICSBURG PA 17050
TYPE OF ACCOUNT
EST. OF GERTRUDE I MITCHELL ^ SECURITY
S.S. N0. 204-18-0883 X^ sEC ACCT
DATE OF DEATH 02-17-2009 ^ sTOCK
COUNTY CUMBERLAND ^ BoNDs
REMIT PAYMENT AND FORMS T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
STIFEL NICOLAUS has provided the Department with the information listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a beneficiary of this asset.
If you feel this information is incorrect, please obtain written correction from the transfer agent, 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.
Questions may be answered by calling (71'7) 787-8327.
COMPLETE PART 1 BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 5385-3049 To insure prover credit to your account, two
C2) copies of this notice must accompany your
DOD Valuation 370,387.00 payment to the Register of Wills. Make check
payable to: "Register of Wills, Agent".
Percent Taxable X 16.667
N07E: If tax payments are made within three
Amount Sub]ect to TaX 61 , 732 • 40 (3) months of the decedent's date of death,
Tax Rate X .045 you may deduct a 5% discount of the tax due.
Any inheritance tax due will become delinquent
Potential Tax Due 2, 777 • 96 nine (9) months after the date of death.
P~T TAXPAYER RESPONSE
1
FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT BASED ON THIS NOTICE
A. The above information and tax due is correct.
_ 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or you may check b ox "A" and return this notice to the Register of
C H E C K
C 0 N E ~ Wills and an official assessment will be issued by the PA Department of Revenue.
BLOCK 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 decedent's representative.
C. ^ The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART ^2 and/or PART ^3 below.
PART If you indicate a different tax rate, please state your ~ pFFICIAL USE ONLY ^ AAF
relationship to deceden t:
PA DEPARTMENT OF REVENUE
TAX RE TURN - COMPUTATION OF TAX ON ABOVE ASSET(S) iPAD
LINE 1. DOD Valuation 1 ~ I
2. Percent Taxable 2 X f 2
3. Amount Sub]ect to Tax 3 3 ~:
4. Debts and Deductions 4 - i 4
5. Amount Taxable 5 5
6. Tax Rate 6_ X 6
7. Tax Due 7 7
PART DEBTS AND DEDUCTIONS CLAIMED
DATE P AID PAYEE DESCRIPTION AMOUNT PAID
TA~'AYER SIGNATURE TELEPHONE NUMBER D
Under penalties of perjury, I declare that the facts I have repot-t~ed"7above are true~j, correct and
com ete o the best ,~o:f~my~k"no ledge and belief. HOME C /1 ( ) 73~-JI~L_
~9~~ !~%~Lc.~~d(l/~ woRK c 71 ~7) ~~7 T~~fi~ C~~.
f~
4~ ~~.
~~.~
;.,
~~
~ n _ . ~.
` .. ~i
~~ t L~ ~~~ R: 22
~ ~l9 ~i
V
~, '?`~
~. r
~. ,~ ~,
~~ ~
~ ~~
`~
~ ~
~~
~~~
~. ~ ~
V
"`1
J \ „
~~.~ '~
~ry^7 Y
`7`~ { ' v 4
V
~,
lu
;fit
}~~
'~
N't