HomeMy WebLinkAbout05-15-09 (4)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
RECEIVED FROM:
NOLAN JOANNE
7710 SAVANNAH DRIVE
BETHESDA, MD 20817
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ESTATE INFORMATION: ssN: 204-is-oss3
FILE NUMBER: 2109-0294
DECEDENT NAME: MITCHELL GERTRUDE I
DATE OF PAYMENT: 05/15/2009
POSTMARK DATE: 05/12/2009
COUNTY: CUMBERLAND
DATE OF DEATH: 02/17/2009
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
09503420 ~ 52,639.06
TOTAL AMOUNT PAID: 52,639.06
REMARKS:
CHECK# 624
SEAL
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
INITIALS: AJW
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REV-1162EXI11-961
NO. CD 01 1241
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA INFORMATION NOTICE
DEPARTMENT OF REVENUE FILE ND. 21 09-0294
BUREAU OF INDIVIDUAL TAXES AND ACN 09503420
Po Box zaB6B1 TAXPAYER RESPONSE
HARRISBURG PA mza-o6o1 .~.~;~-; ~.* * REVISED NOTICE * * * DATE 05-05-2009
REY-1543A AFP (7-00)
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JOANNE NOLAN
7710 SAVANNAH DRIVE
BETHESDA MD 20817
TYPE OF ACCOUNT
SECURITY
SEC ACCT
STOCK
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 C717) 787-8327.
COMPLETE PART I BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 5385-3049 Ta insure vrover credit to your account, two
C2) copies of this notice must accompany your
payment to the Register of Wills. Make check
DOD Valuation 370,387.00 payable to: "Register of Wills, Agent".
X 1 6 . 6 6 7 NOTE: If tax payments are made within three
Percent Taxable
Amount Subject to Tax 61 , 732 • 40 (3) months of the decedent's date of death,
. 0 4 5 you may deduct a 5% discount of the tax due.
Tax Rate X Any inheritance tax due will become delinquent
Potential TaX Due 2, 777 • 96 nine (9) months after the date of death.
PART TAXPAYER RESPONSE
~ p ~ ALL S~iLT I.dJ~AN OFFiCiA,~. TAX ASS~SS1(1E~1T BASED ON THIS. Nf1~TICE
FA I'4. ~~ ~ . ~ ,. s
p, ~ The above information and tax due is correct.
1. Yau 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 box "A" and return this notice to the Register of
C H E C K 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
C ONE
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 ~ and/or PART ~ below.
r--,
PART If you indicate a different tax rate, please state your
relationship to decedent:
TAX RETURN - COMPUTATION OF TAX ON ABOVE ASSETCS)
LINE 1. DOD Valuation 1
2. Percent Taxable 2 X
3. Amount Subject to Tax 3
4. Debts and Deductions 4 -
5. Amount Taxable 5
6. Tax Rate 6 X
7. Tax Due ~
QFFICIAL U5t u1Yl.f ~t~,vr
PA DEPARTMENT' QF REVENUE
AD
I
2
3
4
5
6
7
DEBTS AND DEDUCTIONS CLAIMED
PART
DATE PAID PAYEE DESCRIPTION
AMOUNT PAID
TOTAL CEnter on Line 5 of Tax Computation) S
Under penalties of perjury. I declare that the facts I have reported above are true, correct and \
complete to the best of my knowledge and belief. HOME C3o~ ) 3~-S-S~Z
WORK C3p~ ) 90'-(~ grj00 5~ ~Z Zf~D~
~b~'~r"~ ~~~ TCI GaunNF NUMBER DATE
EST. OF GERTRUDE I MITCHELL
S.S. N0. 204-18-0883
DATE OF DEATH 02-17-2009
COUNTY CUMBERLAND
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